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 |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $917K | Buy |
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|
2023
Q2 | $910K | Sell |
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|
2023
Q1 | $846K | Hold |
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|
2022
Q4 | $789K | Buy |
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|
2022
Q3 | $767K | Sell |
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|
2022
Q2 | $813K | Sell |
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|
2022
Q1 | $962K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $955K | Buy |
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