Triangle Securities 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 | $770K | Buy |
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|
2025
Q2 | $616K | Buy |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $319K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $225K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $907K | Buy |
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|
2014
Q2 | $837K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $789K | Hold |
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|
2013
Q3 | $718K | Hold |
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|
2013
Q2 | $684K | Buy |
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