Smith Salley 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 | $2.06M | Buy |
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|
2025
Q2 | $1.87M | Buy |
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|
2025
Q1 | $1.27M | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $912K | Sell |
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|
2024
Q2 | $886K | Sell |
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|
2024
Q1 | $936K | Sell |
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|
2023
Q4 | $2.23M | Sell |
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|
2023
Q3 | $3.08M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $739K | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $964K | Sell |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $871K | Buy |
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|
2021
Q2 | $869K | Buy |
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|
2021
Q1 | $802K | Sell |
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|
2020
Q4 | $940K | Buy |
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|
2020
Q3 | $426K | Buy |
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|
2020
Q2 | $260K | Buy |
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|
2020
Q1 | $213K | Sell |
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|
2019
Q4 | $359K | Sell |
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|
2019
Q3 | $831K | Buy |
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|
2019
Q2 | $655K | Sell |
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|
2019
Q1 | $892K | Sell |
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|
2018
Q4 | $811K | Sell |
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|
2018
Q3 | $980K | Buy |
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|
2018
Q2 | $914K | Sell |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $300K | Buy |
|