USAdvisors 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
Q2 | $821K | Sell |
|
|||||
|
2025
Q1 | $811K | Buy |
|
|||||
|
2024
Q4 | $774K | Buy |
|
|||||
|
2024
Q3 | $730K | Buy |
|
|||||
|
2024
Q2 | $643K | Buy |
|
|||||
|
2024
Q1 | $556K | Sell |
|
|||||
|
2023
Q4 | $551K | Buy |
|
|||||
|
2023
Q3 | $426K | Buy |
|
|||||
|
2023
Q2 | $405K | Sell |
|
|||||
|
2023
Q1 | $436K | Buy |
|
|||||
|
2022
Q4 | $406K | Buy |
|
|||||
|
2022
Q3 | $338K | Sell |
|
|||||
|
2022
Q2 | $459K | Sell |
|
|||||
|
2022
Q1 | $579K | Buy |
|
|||||
|
2021
Q4 | $597K | Sell |
|
|||||
|
2021
Q3 | $627K | Buy |
|
|||||
|
2021
Q2 | $610K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $221K | Buy |
|