Silverlake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $657K | Buy |
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|
2025
Q2 | $578K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $230K | Sell |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $277K | Buy |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $248K | Sell |
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|
2021
Q4 | $276K | Buy |
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