Smith & Howard 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
Q2 | $586K | Hold |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $662K | Sell |
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|
2024
Q1 | $638K | Sell |
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|
2023
Q4 | $594K | Sell |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $637K | Hold |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $639K | Buy |
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|
2022
Q1 | $700K | Buy |
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|
2021
Q4 | $667K | Sell |
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|
2021
Q3 | $641K | Sell |
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|
2021
Q2 | $682K | Sell |
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|
2021
Q1 | $639K | Hold |
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|
2020
Q4 | $603K | Sell |
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|
2020
Q3 | $623K | Sell |
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|
2020
Q2 | $769K | Buy |
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|
2020
Q1 | $499K | Buy |
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|
2019
Q4 | $561K | Buy |
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|
2019
Q3 | $333K | Buy |
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|
2019
Q2 | $226K | Hold |
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|
2019
Q1 | $218K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $108K | Hold |
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|
2013
Q3 | $98K | Hold |
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|
2013
Q2 | $93K | Buy |
|