Twelve Points 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 | $865K | Hold |
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|
2025
Q2 | $802K | Buy |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $628K | Sell |
|
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|
2024
Q3 | $620K | Sell |
|
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|
2024
Q2 | $623K | Buy |
|
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|
2024
Q1 | $568K | Hold |
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|
2023
Q4 | $516K | Sell |
|
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|
2023
Q3 | $505K | Sell |
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|
2023
Q2 | $539K | Sell |
|
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|
2023
Q1 | $582K | Sell |
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|
2022
Q4 | $557K | Buy |
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|
2022
Q3 | $505K | Hold |
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|
2022
Q2 | $534K | Hold |
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|
2022
Q1 | $639K | Sell |
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|
2021
Q4 | $828K | Buy |
|