Sterling Group 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
Q3 | $472K | Hold |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $407K | Hold |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $337K | Buy |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $220K | Buy |
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