Sax Wealth 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 | $19.3M | Sell |
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|
2025
Q2 | $18.3M | Buy |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $10M | Buy |
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|
2024
Q2 | $8.46M | Sell |
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|
2024
Q1 | $8.29M | Buy |
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|
2023
Q4 | $7.19M | Sell |
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|
2023
Q3 | $6.54M | Buy |
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|
2023
Q2 | $6.21M | Sell |
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|
2023
Q1 | $6.05M | Buy |
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|
2022
Q4 | $5.12M | Sell |
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|
2022
Q3 | $4.88M | Sell |
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|
2022
Q2 | $5.25M | Buy |
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|
2022
Q1 | $5.75M | Buy |
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|
2021
Q4 | $5.79M | Buy |
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|
2021
Q3 | $5.22M | Sell |
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|
2021
Q2 | $5.37M | Sell |
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|
2021
Q1 | $6.98M | Buy |
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|
2020
Q4 | $4.84M | Buy |
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