Rockwood Wealth Management’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
Q3 | $5.11M | Sell |
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|
2025
Q2 | $5.31M | Sell |
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|
2025
Q1 | $4.91M | Buy |
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|
2024
Q4 | $5.13M | Buy |
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|
2024
Q3 | $4.25M | Sell |
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|
2024
Q2 | $4.45M | Buy |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $381K | Buy |
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|
2022
Q3 | $316K | Hold |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $402K | Buy |
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