WCG 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
Q2 | $31.6M | Buy |
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|
2025
Q1 | $25.5M | Sell |
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|
2024
Q4 | $30.8M | Buy |
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|
2024
Q3 | $29.8M | Sell |
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|
2024
Q2 | $29.3M | Sell |
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|
2024
Q1 | $38.4M | Buy |
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|
2023
Q4 | $19.1M | Sell |
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|
2023
Q3 | $22.2M | Buy |
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|
2023
Q2 | $20M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $1.29M | Buy |
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