Silver Oak Advisory Group’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 | $875K | Buy |
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|
2025
Q1 | $567K | Sell |
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|
2024
Q4 | $599K | Hold |
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|
2024
Q3 | $587K | Hold |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $501K | Sell |
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|
2023
Q3 | $455K | Sell |
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|
2023
Q2 | $571K | Buy |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $456K | Hold |
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|
2022
Q3 | $426K | Hold |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $586K | Hold |
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|
2021
Q4 | $616K | Buy |
|