Roth Financial Partners’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 | $62.9M | Buy |
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|
2025
Q2 | $57.7M | Sell |
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|
2025
Q1 | $52.8M | Buy |
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|
2024
Q4 | $53.8M | Buy |
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|
2024
Q3 | $50.5M | Buy |
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|
2024
Q2 | $47M | Sell |
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|
2024
Q1 | $47.4M | Buy |
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|
2023
Q4 | $37.6M | Buy |
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|
2023
Q3 | $32.7M | Buy |
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|
2023
Q2 | $33.8M | Buy |
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|
2023
Q1 | $30.3M | Buy |
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|
2022
Q4 | $27.2M | Buy |
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|
2022
Q3 | $24.8M | Buy |
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|
2022
Q2 | $24.8M | Buy |
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|
2022
Q1 | $28.6M | Buy |
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|
2021
Q4 | $30M | Sell |
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|
2021
Q3 | $27.4M | Sell |
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|
2021
Q2 | $28.4M | Sell |
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|
2021
Q1 | $26.8M | Buy |
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|
2020
Q4 | $20.1M | Buy |
|