Wealth Enhancement Advisory Services’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 | $4.06B | Buy |
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|
2025
Q1 | $3.54B | Sell |
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|
2024
Q4 | $3.83B | Buy |
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|
2024
Q3 | $3.56B | Buy |
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|
2024
Q2 | $3.18B | Buy |
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|
2024
Q1 | $2.87B | Buy |
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|
2023
Q4 | $2.43B | Buy |
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|
2023
Q3 | $2.08B | Buy |
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|
2023
Q2 | $1.53B | Buy |
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|
2023
Q1 | $1.4B | Sell |
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|
2022
Q4 | $1.38B | Buy |
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|
2022
Q3 | $1.13B | Buy |
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|
2022
Q2 | $1.09B | Buy |
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|
2022
Q1 | $1.2B | Buy |
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|
2021
Q4 | $1.15B | Sell |
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|
2021
Q3 | $1.17B | Buy |
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|
2021
Q2 | $1.11B | Buy |
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|
2021
Q1 | $989M | Buy |
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|
2020
Q4 | $813M | Buy |
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|
2020
Q3 | $707M | Buy |
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|
2020
Q2 | $652M | Buy |
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|
2020
Q1 | $446M | Buy |
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|
2019
Q4 | $268M | Buy |
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|
2019
Q3 | $230M | Buy |
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|
2019
Q2 | $224M | Buy |
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|
2019
Q1 | $187M | Buy |
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|
2018
Q4 | $160M | Buy |
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|
2018
Q3 | $160M | Buy |
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|
2018
Q2 | $151M | Buy |
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|
2018
Q1 | $135M | Buy |
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|
2017
Q4 | $127M | Buy |
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|
2017
Q3 | $105M | Buy |
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|
2017
Q2 | $92.6M | Buy |
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|
2017
Q1 | $79.2M | Buy |
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|
2016
Q4 | $67.6M | Buy |
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|
2016
Q3 | $51.5M | Buy |
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|
2016
Q2 | $39.6M | Buy |
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|
2016
Q1 | $31.8M | Buy |
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|
2015
Q4 | $18M | Buy |
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|
2015
Q3 | $12.2M | Sell |
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|
2015
Q2 | $13.8M | Buy |
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|
2015
Q1 | $11.8M | Sell |
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|
2014
Q4 | $11.8M | Buy |
|