Sage Financial Group’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 | $4.04M | Buy |
|
|||||
|
2025
Q1 | $3.57M | Buy |
|
|||||
|
2024
Q4 | $3.71M | Buy |
|
|||||
|
2024
Q3 | $3.42M | Sell |
|
|||||
|
2024
Q2 | $3.28M | Buy |
|
|||||
|
2024
Q1 | $2.95M | Sell |
|
|||||
|
2023
Q4 | $2.72M | Sell |
|
|||||
|
2023
Q3 | $4.18M | Sell |
|
|||||
|
2023
Q2 | $4.64M | Sell |
|
|||||
|
2023
Q1 | $4.37M | Buy |
|
|||||
|
2022
Q4 | $4.03M | Sell |
|
|||||
|
2022
Q3 | $3.78M | Buy |
|
|||||
|
2022
Q2 | $3.98M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $764K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $304K | Buy |
|