Wealth Effects’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 | $2.85M | Buy |
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|
2025
Q2 | $2.64M | Sell |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.61M | Buy |
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|
2024
Q3 | $2.55M | Hold |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $2.88M | Hold |
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|
2023
Q4 | $2.62M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.32M | Buy |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $1.99M | Buy |
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