Spire 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
Q2 | $128M | Sell |
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|
2025
Q1 | $138M | Buy |
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|
2024
Q4 | $143M | Buy |
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|
2024
Q3 | $130M | Sell |
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|
2024
Q2 | $131M | Sell |
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|
2024
Q1 | $300M | Sell |
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|
2023
Q4 | $141M | Buy |
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|
2023
Q3 | $116M | Buy |
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|
2023
Q2 | $113M | Buy |
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|
2023
Q1 | $98M | Buy |
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|
2022
Q4 | $66.1M | Buy |
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|
2022
Q3 | $61.2M | Sell |
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|
2022
Q2 | $83.9M | Sell |
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|
2022
Q1 | $140M | Buy |
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|
2021
Q4 | $130M | Buy |
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|
2021
Q3 | $111M | Buy |
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|
2021
Q2 | $108M | Sell |
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|
2021
Q1 | $102M | Buy |
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