Sound View Wealth Advisors Group’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 | $3.39M | Buy |
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|
2025
Q1 | $2.92M | Sell |
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|
2024
Q4 | $3.22M | Sell |
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|
2024
Q3 | $3.21M | Buy |
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|
2024
Q2 | $1.86M | Buy |
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|
2024
Q1 | $1.77M | Sell |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $1.26M | Hold |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | $777K | Hold |
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|
2021
Q4 | $817K | Sell |
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|
2021
Q3 | $744K | Hold |
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|
2021
Q2 | $743K | Buy |
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|
2021
Q1 | $687K | Hold |
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|
2020
Q4 | $648K | Buy |
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|
2020
Q3 | $580K | Buy |
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|
2020
Q2 | $534K | Buy |
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|
2020
Q1 | $445K | Hold |
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|
2019
Q4 | $557K | Sell |
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|
2019
Q3 | $572K | Hold |
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|
2019
Q2 | $564K | Buy |
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