Unique 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
Q2 | $61.2M | Sell |
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|
2025
Q1 | $61.8M | Sell |
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|
2024
Q4 | $85.8M | Sell |
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|
2024
Q3 | $91.4M | Sell |
|
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|
2024
Q2 | $92M | Buy |
|
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|
2024
Q1 | $88.1M | Buy |
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|
2023
Q4 | $78.3M | Buy |
|
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|
2023
Q3 | $59.3M | Sell |
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|
2023
Q2 | $61.7M | Buy |
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|
2023
Q1 | $56M | Buy |
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|
2022
Q4 | $46.3M | Buy |
|