Wealth Advisors of Iowa’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 | $5.43M | Sell |
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|
2025
Q1 | $4.92M | Sell |
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|
2024
Q4 | $7.17M | Sell |
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|
2024
Q3 | $7.04M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.42M | Sell |
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|
2023
Q4 | $6.9M | Sell |
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|
2023
Q3 | $6.24M | Sell |
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|
2023
Q2 | $6.63M | Sell |
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|
2023
Q1 | $6.13M | Sell |
|
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|
2022
Q4 | $6.28M | Sell |
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|
2022
Q3 | $10.1M | Sell |
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|
2022
Q2 | $124M | Buy |
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|
2022
Q1 | $51.8M | Buy |
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|
2021
Q4 | $52M | Sell |
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|
2021
Q3 | $50.2M | Buy |
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|
2021
Q2 | $18.7M | Sell |
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|
2021
Q1 | $17.5M | Sell |
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|
2020
Q4 | $24.6M | Buy |
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|
2020
Q3 | $14.3M | Buy |
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|
2020
Q2 | $5.57M | Buy |
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|
2020
Q1 | $0 | Buy |
|