Vista Finance’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 | $1.38M | Sell |
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|
2025
Q2 | $1.29M | Sell |
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|
2025
Q1 | $1.55M | Hold |
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|
2024
Q4 | $1.62M | Hold |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.1M | Hold |
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|
2023
Q2 | $1.14M | Hold |
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|
2023
Q1 | $1.05M | Hold |
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|
2022
Q4 | $984K | Buy |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $597K | Sell |
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|
2021
Q4 | $668K | Buy |
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