Silver Oak Securities’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 | $7.08M | Sell |
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|
2025
Q2 | $6.92M | Sell |
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|
2025
Q1 | $7.71M | Buy |
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|
2024
Q4 | $6.84M | Sell |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $9.08M | Buy |
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|
2024
Q1 | $7.83M | Sell |
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|
2023
Q4 | $7.66M | Buy |
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|
2023
Q3 | $4.61M | Sell |
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|
2023
Q2 | $8.75M | Sell |
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|
2023
Q1 | $9.27M | Sell |
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|
2022
Q4 | $9.53M | Buy |
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|
2022
Q3 | $4.61M | Sell |
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|
2022
Q2 | $9.51M | Buy |
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|
2022
Q1 | $8.21M | Buy |
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