Straight Path 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 | $4M | Buy |
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|
2025
Q1 | $3.61M | Sell |
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|
2024
Q4 | $3.91M | Buy |
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|
2024
Q3 | $3.81M | Buy |
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|
2024
Q2 | $3.61M | Sell |
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|
2024
Q1 | $3.7M | Buy |
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|
2023
Q4 | $3.25M | Sell |
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|
2023
Q3 | $2.97M | Sell |
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|
2023
Q2 | $3.12M | Buy |
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|
2023
Q1 | $2.47M | Buy |
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|
2022
Q4 | $2.3M | Buy |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $2.99M | Sell |
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|
2021
Q4 | $3.21M | Buy |
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