SkyOak 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 | $1.56M | Hold |
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|
2025
Q2 | $1.44M | Hold |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.34M | Hold |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.02M | Hold |
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|
2023
Q3 | $921K | Buy |
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|
2023
Q2 | $796K | Sell |
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|
2023
Q1 | $816K | Hold |
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|
2022
Q4 | $763K | Buy |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $709K | Buy |
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|
2022
Q1 | $808K | Buy |
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|
2021
Q4 | $787K | Hold |
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|
2021
Q3 | $710K | Hold |
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|
2021
Q2 | $709K | Hold |
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|
2021
Q1 | $691K | Sell |
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|
2020
Q4 | $637K | Hold |
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|
2020
Q3 | $570K | Sell |
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|
2020
Q2 | $581K | Sell |
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|
2020
Q1 | $664K | Buy |
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|
2019
Q4 | $808K | Buy |
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