Tradition 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
Q2 | $2.06M | Sell |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $847K | Buy |
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|
2023
Q3 | $761K | Sell |
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|
2023
Q2 | $814K | Buy |
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|
2023
Q1 | $624K | Sell |
|
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|
2022
Q4 | $595K | Buy |
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|
2022
Q3 | $554K | Buy |
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|
2022
Q2 | $561K | Buy |
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|
2022
Q1 | $593K | Buy |
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|
2021
Q4 | $621K | Buy |
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|
2021
Q3 | $479K | Sell |
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|
2021
Q2 | $8.13M | Sell |
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|
2021
Q1 | $7.95M | Sell |
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|
2020
Q4 | $8.72M | Buy |
|