Signature Wealth Management Partners’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
$2.06M Buy
2025
Q1
$1.7M Buy
2024
Q4
$1.7M Buy
2024
Q3
$1.62M Sell
2024
Q2
$1.55M Buy
2024
Q1
$1.44M Sell
2023
Q4
$1.38M Sell
2023
Q3
$1.25M Sell
2023
Q2
$1.38M Sell
2023
Q1
$1.3M Sell
2022
Q4
$1.28M Sell
2022
Q3
$1.24M Sell
2022
Q2
$1.31M Buy
2022
Q1
$1.54M Sell
2021
Q4
$1.64M Sell
2021
Q3
$1.5M Sell
2021
Q2
$1.65M Buy
2021
Q1
$1.2M Buy
2020
Q4
$952K Buy