Warren Street Wealth Advisors’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 | $2.79M | Buy |
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|
2025
Q2 | $2.53M | Buy |
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|
2025
Q1 | $2.01M | Sell |
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|
2024
Q4 | $2.1M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.93M | Sell |
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $1.66M | Sell |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $1.96M | Sell |
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|
2021
Q4 | $2.54M | Buy |
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