RTD Financial 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
Q3 | $94.7M | Buy |
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|
2025
Q2 | $86.9M | Sell |
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|
2025
Q1 | $81.2M | Sell |
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|
2024
Q4 | $88M | Sell |
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|
2024
Q3 | $86.5M | Buy |
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|
2024
Q2 | $81M | Buy |
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|
2024
Q1 | $77.6M | Sell |
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|
2023
Q4 | $71.2M | Sell |
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|
2023
Q3 | $65.2M | Sell |
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|
2023
Q2 | $69.2M | Buy |
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|
2023
Q1 | $62.9M | Buy |
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|
2022
Q4 | $58M | Sell |
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|
2022
Q3 | $54.6M | Sell |
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|
2022
Q2 | $58.5M | Sell |
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|
2022
Q1 | $73.3M | Sell |
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|
2021
Q4 | $77.2M | Buy |
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