Silicon Hills 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
2023
Q2
$625K Sell
2023
Q1
$597K Sell
2022
Q4
$729K Sell
2022
Q3
$857K Sell
2022
Q2
$1M Sell
2022
Q1
$2.5M Sell
2021
Q4
$5.13M Buy
2021
Q3
$4.51M Buy
2021
Q2
$2.38M Sell
2021
Q1
$2.69M Buy
2020
Q4
$1.49M Buy
2020
Q3
$734K Buy
2020
Q2
$364K Sell
2020
Q1
$373K Buy
2019
Q4
$1.48K Buy