Wade Financial Advisory’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
Q1 | $872K | Hold |
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|
2024
Q4 | $914K | Hold |
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|
2024
Q3 | $895K | Buy |
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|
2024
Q2 | $789K | Hold |
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|
2024
Q1 | $758K | Hold |
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|
2023
Q4 | $688K | Hold |
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|
2023
Q3 | $619K | Hold |
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|
2023
Q2 | $642K | Hold |
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|
2023
Q1 | $592K | Sell |
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|
2022
Q4 | $566K | Buy |
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|
2022
Q3 | $523K | Buy |
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|
2022
Q2 | $546K | Sell |
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|
2022
Q1 | $671K | Buy |
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