Summit Wealth Partners’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 | $22.2M | Buy |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $8.21M | Sell |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $8.9M | Buy |
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|
2024
Q1 | $6.46M | Buy |
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|
2023
Q4 | $3.34M | Buy |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $2.18M | Sell |
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|
2023
Q1 | $2.03M | Buy |
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $3.11M | Sell |
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|
2021
Q4 | $3.74M | Buy |
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|
2021
Q3 | $3.33M | Sell |
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|
2021
Q2 | $3.4M | Sell |
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|
2021
Q1 | $3.35M | Sell |
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|
2020
Q4 | $3.46M | Buy |
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|
2020
Q3 | $3.01M | Sell |
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|
2020
Q2 | $3.19M | Buy |
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|
2020
Q1 | $880K | Buy |
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|
2019
Q4 | $357K | Buy |
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