Sightline 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 | $1.37M | Buy |
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|
2025
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $916K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $951K | Sell |
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|
2022
Q4 | $1.4M | Sell |
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|
2022
Q3 | $1.52M | Buy |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $2.29M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $2.21M | Sell |
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|
2021
Q2 | $3.92M | Sell |
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|
2021
Q1 | $5.74M | Buy |
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|
2020
Q4 | $5.4M | Buy |
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