SteelPeak 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
Q3 | $45.2M | Buy |
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|
2025
Q2 | $35.9M | Sell |
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|
2025
Q1 | $65.7M | Sell |
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|
2024
Q4 | $81.9M | Buy |
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|
2024
Q3 | $76.3M | Sell |
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|
2024
Q2 | $76.1M | Sell |
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|
2024
Q1 | $81.5M | Sell |
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|
2023
Q4 | $95.8M | Buy |
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|
2023
Q3 | $75.3M | Buy |
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|
2023
Q2 | $62.9M | Buy |
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|
2023
Q1 | $57.8M | Buy |
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|
2022
Q4 | $52.8M | Sell |
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|
2022
Q3 | $53.6M | Buy |
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|
2022
Q2 | $55.3M | Sell |
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|
2022
Q1 | $76.4M | Buy |
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|
2021
Q4 | $57.2M | Buy |
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|
2021
Q3 | $40.8M | Sell |
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|
2021
Q2 | $48.2M | Buy |
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|
2021
Q1 | $40.9M | Buy |
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|
2020
Q4 | $2.46M | Sell |
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|
2020
Q3 | $32.2M | Sell |
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|
2020
Q2 | $46.6M | Buy |
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|
2020
Q1 | $33M | Sell |
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|
2019
Q4 | $44.7M | Buy |
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