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