Vishria Bird Financial Group’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 | $1.03M | Hold |
|
|||||
|
2025
Q1 | $935K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $250K | Sell |
|
|||||
|
2020
Q2 | $234K | Sell |
|
|||||
|
2020
Q1 | $305K | Sell |
|
|||||
|
2019
Q4 | $397K | Sell |
|
|||||
|
2019
Q3 | $392K | Sell |
|
|||||
|
2019
Q2 | $392K | Hold |
|
|||||
|
2019
Q1 | $378K | Hold |
|
|||||
|
2018
Q4 | $335K | Hold |
|
|||||
|
2018
Q3 | $389K | Hold |
|
|||||
|
2018
Q2 | $363K | Buy |
|