Walter & Keenan 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 | $850K | Buy |
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|
2025
Q1 | $769K | Hold |
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|
2024
Q4 | $805K | Sell |
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|
2024
Q3 | $917K | Hold |
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|
2024
Q2 | $870K | Buy |
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|
2024
Q1 | $836K | Buy |
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|
2023
Q4 | $661K | Hold |
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|
2023
Q3 | $594K | Hold |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $569K | Hold |
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|
2022
Q4 | $531K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $427K | Buy |
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