Seven Springs Wealth 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 | $5.1M | Hold |
|
|||||
|
2025
Q1 | $4.62M | Sell |
|
|||||
|
2024
Q4 | $4.84M | Sell |
|
|||||
|
2024
Q3 | $4.78M | Hold |
|
|||||
|
2024
Q2 | $4.53M | Sell |
|
|||||
|
2024
Q1 | $4.47M | Sell |
|
|||||
|
2023
Q4 | $4.13M | Sell |
|
|||||
|
2023
Q3 | $3.76M | Sell |
|
|||||
|
2023
Q2 | $3.98M | Sell |
|
|||||
|
2023
Q1 | $3.72M | Sell |
|
|||||
|
2022
Q4 | $3.48M | Sell |
|
|||||
|
2022
Q3 | $3.25M | Sell |
|
|||||
|
2022
Q2 | $3.52M | Sell |
|
|||||
|
2022
Q1 | $4.3M | Buy |
|
|||||
|
2021
Q4 | $4.36M | Buy |
|
|||||
|
2021
Q3 | $3.52M | Sell |
|
|||||
|
2021
Q2 | $3.52M | Sell |
|
|||||
|
2021
Q1 | $3.27M | Sell |
|
|||||
|
2020
Q4 | $3.14M | Sell |
|
|||||
|
2020
Q3 | $3.06M | Sell |
|
|||||
|
2020
Q2 | $2.84M | Sell |
|
|||||
|
2020
Q1 | $2.4M | Buy |
|
|||||
|
2019
Q4 | $52K | Buy |
|