Valley Wealth Managers’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 | $3.16M | Sell |
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|
2025
Q2 | $3.06M | Sell |
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|
2025
Q1 | $2.87M | Sell |
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|
2024
Q4 | $3.14M | Sell |
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|
2024
Q3 | $3.49M | Sell |
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|
2024
Q2 | $3.38M | Sell |
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|
2024
Q1 | $3.63M | Sell |
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|
2023
Q4 | $3.41M | Sell |
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $3.3M | Sell |
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|
2023
Q1 | $3.16M | Sell |
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|
2022
Q4 | $2.99M | Buy |
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|
2022
Q3 | $2.67M | Buy |
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|
2022
Q2 | $2.8M | Buy |
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|
2022
Q1 | $3.06M | Sell |
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|
2021
Q4 | $3.3M | Buy |
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|
2021
Q3 | $2.81M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.05M | Buy |
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|
2020
Q4 | $1.87M | Buy |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $608K | Buy |
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|
2019
Q4 | $599K | Buy |
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|
2019
Q3 | $536K | Buy |
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|
2019
Q2 | $522K | Buy |
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|
2019
Q1 | $424K | Buy |
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|
2018
Q4 | $314K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $226K | Sell |
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|
2018
Q1 | $232K | Sell |
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|
2017
Q4 | $410K | Sell |
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|
2017
Q3 | $388K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $62K | Hold |
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|
2016
Q4 | $58K | Hold |
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|
2016
Q3 | $57K | Hold |
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|
2016
Q2 | $55K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $213K | Sell |
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|
2014
Q4 | $222K | Buy |
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