RWA Wealth 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
Q2 | $117M | Buy |
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|
2025
Q1 | $101M | Sell |
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|
2024
Q4 | $123M | Buy |
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|
2024
Q3 | $118M | Sell |
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|
2024
Q2 | $124M | Buy |
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|
2024
Q1 | $110M | Buy |
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|
2023
Q4 | $91.1M | Buy |
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|
2023
Q3 | $56M | Sell |
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|
2023
Q2 | $62.8M | Buy |
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|
2023
Q1 | $45.2M | Sell |
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|
2022
Q4 | $44.6M | Buy |
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|
2022
Q3 | $30.7M | Sell |
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|
2022
Q2 | $32.8M | Sell |
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|
2022
Q1 | $78.1M | Sell |
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|
2021
Q4 | $114M | Buy |
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|
2021
Q3 | $71.1M | Sell |
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|
2021
Q2 | $104M | Buy |
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|
2021
Q1 | $84.4M | Buy |
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|
2020
Q4 | $75.1M | Sell |
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|
2020
Q3 | $77.5M | Buy |
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|
2020
Q2 | $50.4M | Buy |
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|
2020
Q1 | $34.7M | Sell |
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|
2019
Q4 | $99M | Buy |
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|
2019
Q3 | $80M | Buy |
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|
2019
Q2 | $66.3M | Sell |
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|
2019
Q1 | $64.2M | Buy |
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|
2018
Q4 | $51.8M | Sell |
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|
2018
Q3 | $87.9M | Buy |
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|
2018
Q2 | $78.9M | Sell |
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|
2018
Q1 | $92.9M | Sell |
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|
2017
Q4 | $104M | Buy |
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|
2017
Q3 | $93.3M | Buy |
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|
2017
Q2 | $80.3M | Sell |
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|
2017
Q1 | $83.5M | Buy |
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|
2016
Q4 | $971K | Buy |
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