Sovereign Financial 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 | $18M | Buy |
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|
2025
Q1 | $16.1M | Sell |
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|
2024
Q4 | $18.2M | Sell |
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|
2024
Q3 | $18M | Sell |
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|
2024
Q2 | $17.5M | Buy |
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|
2024
Q1 | $16.5M | Sell |
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|
2023
Q4 | $16.1M | Buy |
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|
2023
Q3 | $13.5M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $11.2M | Buy |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $8.29M | Buy |
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|
2022
Q2 | $8.43M | Buy |
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|
2022
Q1 | $8.97M | Sell |
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|
2021
Q4 | $14.6M | Buy |
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|
2021
Q3 | $11.8M | Sell |
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|
2021
Q2 | $12.1M | Hold |
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|
2021
Q1 | $12.1M | Sell |
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|
2020
Q4 | $11.6M | Buy |
|