Sonoma Private 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
Q2 | $5.38M | Sell |
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|
2025
Q1 | $4.95M | Sell |
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|
2024
Q4 | $5.23M | Sell |
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|
2024
Q3 | $5.25M | Sell |
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|
2024
Q2 | $4.99M | Sell |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $4.76M | Buy |
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|
2023
Q3 | $4.2M | Buy |
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|
2023
Q2 | $3.84M | Hold |
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|
2023
Q1 | $3.54M | Buy |
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|
2022
Q4 | $2.91M | Buy |
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