Strategic Wealth Investment 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
Q3 | $705K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $349K | Buy |
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|
2024
Q3 | $338K | Sell |
|
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|
2024
Q2 | $691K | Buy |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $784K | Buy |
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|
2023
Q2 | $542K | Buy |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $537K | Buy |
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|
2021
Q4 | $283K | Sell |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $211K | Sell |
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|
2020
Q4 | $356K | Buy |
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