Roger Wittlin Investment Advisory’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 | $25.5M | Sell |
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|
2025
Q1 | $24M | Sell |
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|
2024
Q4 | $26.1M | Buy |
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|
2024
Q3 | $24.1M | Buy |
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|
2024
Q2 | $22M | Buy |
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|
2024
Q1 | $17M | Buy |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $9.02M | Buy |
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|
2023
Q2 | $9.03M | Buy |
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|
2023
Q1 | $7.21M | Buy |
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|
2022
Q4 | $6.71M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6.59M | Buy |
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|
2022
Q1 | $7.87M | Sell |
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|
2021
Q4 | $10.8M | Buy |
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