Selective 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
Q3 | $7.38M | Sell |
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|
2025
Q2 | $7.18M | Buy |
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|
2025
Q1 | $6.05M | Sell |
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|
2024
Q4 | $6.65M | Sell |
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|
2024
Q3 | $6.88M | Sell |
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|
2024
Q2 | $6.95M | Sell |
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|
2024
Q1 | $6.45M | Sell |
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|
2023
Q4 | $6.06M | Sell |
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|
2023
Q3 | $5.75M | Buy |
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|
2023
Q2 | $5.84M | Buy |
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|
2022
Q4 | $5.31M | Buy |
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|
2022
Q3 | $3.8M | Buy |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $933K | Buy |
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|
2021
Q4 | $925K | Buy |
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|
2021
Q3 | $729K | Sell |
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|
2021
Q2 | $761K | Sell |
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|
2021
Q1 | $863K | Sell |
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|
2020
Q4 | $893K | Sell |
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|
2020
Q3 | $810K | Sell |
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|
2020
Q2 | $819K | Buy |
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|
2020
Q1 | $588K | Sell |
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|
2019
Q4 | $929K | Buy |
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|
2019
Q3 | $854K | Sell |
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|
2019
Q2 | $1M | Buy |
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