Syntegra Private Wealth 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 | $519K | Hold |
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|
2025
Q2 | $481K | Hold |
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|
2025
Q1 | $435K | Sell |
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|
2024
Q4 | $469K | Hold |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $363K | Hold |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $258K | Buy |
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