Transform Wealth’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
Q1 | $15.7M | Buy |
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|
2024
Q4 | $8.35M | Buy |
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|
2024
Q3 | $8M | Buy |
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|
2024
Q2 | $7.51M | Buy |
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|
2024
Q1 | $6.8M | Sell |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $6.01M | Buy |
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|
2023
Q2 | $6.08M | Buy |
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|
2023
Q1 | $5.53M | Buy |
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|
2022
Q4 | $3.51M | Sell |
|
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|
2022
Q3 | $3.49M | Sell |
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|
2022
Q2 | $4.97M | Buy |
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|
2022
Q1 | $4.74M | Sell |
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|
2021
Q4 | $8.96M | Sell |
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|
2021
Q3 | $8.85M | Sell |
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|
2021
Q2 | $9.23M | Sell |
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|
2021
Q1 | $18.8M | Buy |
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|
2020
Q4 | $16.3M | Buy |
|
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|
2020
Q3 | $7.55M | Sell |
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|
2020
Q2 | $7.55M | Buy |
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|
2020
Q1 | $3M | Sell |
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|
2019
Q4 | $5.74M | Buy |
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|
2019
Q3 | $4.52M | Sell |
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|
2019
Q2 | $4.62M | Buy |
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|
2019
Q1 | $1.72M | Sell |
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|
2018
Q4 | $1.54M | Buy |
|
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $907K | Buy |
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|
2018
Q1 | $726K | Buy |
|
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|
2017
Q4 | $707K | Buy |
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|
2017
Q3 | $647K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $589K | Buy |
|
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|
2016
Q4 | $499K | Buy |
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|
2016
Q3 | $456K | Sell |
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|
2016
Q2 | $445K | Buy |
|