Taylor & Morgan 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 | $19.7M | Buy |
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|
2025
Q2 | $17.9M | Buy |
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|
2025
Q1 | $15.5M | Sell |
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|
2024
Q4 | $16.5M | Sell |
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|
2024
Q3 | $16.4M | Sell |
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|
2024
Q2 | $15.6M | Buy |
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|
2024
Q1 | $14.5M | Buy |
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|
2023
Q4 | $13.1M | Buy |
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|
2023
Q3 | $10.9M | Sell |
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|
2023
Q2 | $12.5M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $10.1M | Sell |
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|
2022
Q3 | $9.68M | Buy |
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|
2022
Q2 | $8.19M | Sell |
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|
2022
Q1 | $9.82M | Sell |
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|
2021
Q4 | $10.5M | Buy |
|