Simplicity Wealth’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 | $60.2M | Sell |
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|
2025
Q2 | $64.3M | Buy |
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|
2025
Q1 | $46.7M | Buy |
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|
2024
Q4 | $31.2M | Sell |
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|
2024
Q3 | $45.9M | Sell |
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|
2024
Q2 | $58.9M | Sell |
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|
2024
Q1 | $58.7M | Buy |
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|
2023
Q4 | $16.7M | Buy |
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|
2023
Q3 | $10.6M | Buy |
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|
2023
Q2 | $7.17M | Buy |
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|
2023
Q1 | $5.96M | Buy |
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|
2022
Q4 | $3.98M | Buy |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Buy |
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