Waterford 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 | $61.2M | Buy |
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|
2025
Q2 | $55.6M | Sell |
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|
2025
Q1 | $48.4M | Buy |
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|
2024
Q4 | $50.7M | Buy |
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|
2024
Q3 | $47.6M | Buy |
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|
2024
Q2 | $44.5M | Buy |
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|
2024
Q1 | $42M | Buy |
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|
2023
Q4 | $36.9M | Sell |
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|
2023
Q3 | $34.5M | Buy |
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|
2023
Q2 | $35.3M | Buy |
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|
2023
Q1 | $31.7M | Buy |
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|
2022
Q4 | $29M | Buy |
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