Sound Income Strategies’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 | $7.91M | Buy |
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|
2025
Q2 | $5.64M | Buy |
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|
2025
Q1 | $4.75M | Sell |
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|
2024
Q4 | $5.52M | Sell |
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|
2024
Q3 | $6.15M | Buy |
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|
2024
Q2 | $5.64M | Buy |
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|
2024
Q1 | $5.36M | Buy |
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|
2023
Q4 | $3.69M | Buy |
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|
2023
Q3 | $783K | Buy |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.83M | Sell |
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|
2021
Q3 | $2.18M | Sell |
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|
2021
Q2 | $2.98M | Sell |
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|
2021
Q1 | $3.66M | Sell |
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|
2020
Q4 | $3.72M | Sell |
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|
2020
Q3 | $3.35M | Sell |
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|
2020
Q2 | $3.12M | Buy |
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|
2020
Q1 | $2.05M | Buy |
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|
2019
Q4 | $2.52M | Sell |
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|
2019
Q3 | $2.36M | Buy |
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|
2019
Q2 | $2.23M | Buy |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $1.58M | Buy |
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|
2018
Q3 | $1.5M | Buy |
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|
2018
Q2 | $890K | Buy |
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|
2018
Q1 | $554K | Buy |
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|
2017
Q4 | $133K | Buy |
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