SMART 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
Q4 | $2.55M | Buy |
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|
2025
Q3 | $1.77M | Buy |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $906K | Buy |
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|
2024
Q4 | $789K | Buy |
|
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|
2024
Q3 | $728K | Buy |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $382K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $496K | Buy |
|