U.S. Capital Wealth 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 | $39.6M | Buy |
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|
2025
Q2 | $32.6M | Sell |
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|
2025
Q1 | $30.9M | Buy |
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|
2024
Q4 | $24.8M | Buy |
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|
2024
Q3 | $23M | Sell |
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|
2024
Q2 | $21.9M | Buy |
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|
2024
Q1 | $20.7M | Sell |
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|
2023
Q4 | $21.2M | Buy |
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|
2023
Q3 | $15.7M | Sell |
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|
2023
Q2 | $17.2M | Buy |
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|
2023
Q1 | $11.3M | Sell |
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|
2022
Q4 | $10.7M | Buy |
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|
2022
Q3 | $9.53M | Buy |
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|
2022
Q2 | $9.56M | Buy |
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|
2022
Q1 | $10.4M | Buy |
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|
2021
Q4 | $10.2M | Sell |
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|
2021
Q3 | $9.27M | Buy |
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