Teamwork Financial Advisors’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 | $920K | Sell |
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|
2025
Q2 | $913K | Sell |
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|
2025
Q1 | $855K | Buy |
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|
2024
Q4 | $879K | Buy |
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|
2024
Q3 | $830K | Sell |
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|
2024
Q2 | $854K | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $702K | Buy |
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|
2022
Q2 | $678K | Sell |
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|
2022
Q1 | $955K | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $541K | Buy |
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|
2019
Q4 | $572K | Buy |
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