Roberts Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.16M Sell
2025
Q1
$1.06M Sell
2024
Q4
$1.3M Buy
2024
Q3
$1.23M Sell
2024
Q2
$1.21M Sell
2024
Q1
$1.1M Buy
2023
Q4
Sell
2023
Q3
$917K Buy
2023
Q2
$910K Sell
2023
Q1
$846K Hold
2022
Q4
$789K Buy
2022
Q3
$767K Sell
2022
Q2
$813K Sell
2022
Q1
$962K Sell
2021
Q4
$1.07M Buy
2021
Q3
$955K Buy