SFG 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 | $368K | Buy |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $335K | Sell |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $429K | Buy |
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|
2024
Q1 | $382K | Buy |
|
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $341K | Buy |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $428K | Buy |
|