SeaCrest Wealth Management’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 | $2.18M | Sell |
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|
2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.06M | Buy |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $983K | Buy |
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|
2023
Q2 | $996K | Hold |
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|
2023
Q1 | $919K | Buy |
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|
2022
Q4 | $844K | Buy |
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|
2022
Q3 | $788K | Sell |
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|
2022
Q2 | $888K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.27M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $981K | Buy |
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|
2020
Q4 | $912K | Buy |
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|
2020
Q3 | $815K | Sell |
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|
2020
Q2 | $900K | Sell |
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|
2020
Q1 | $772K | Sell |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $1.08M | Hold |
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|
2019
Q2 | $1.07M | Buy |
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|
2019
Q1 | $1.03M | Hold |
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|
2018
Q4 | $909K | Buy |
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|
2018
Q3 | $624K | Buy |
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|
2018
Q2 | $145K | Sell |
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|
2018
Q1 | $154K | Sell |
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|
2017
Q4 | $180K | Buy |
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