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