Wealth Management Associates’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 | $11.7M | Buy |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $9.63M | Hold |
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|
2024
Q1 | $9.63M | Buy |
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|
2023
Q4 | $4.06M | Buy |
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|
2023
Q3 | $3.63M | Sell |
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|
2023
Q2 | $3.79M | Sell |
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|
2023
Q1 | $3.55M | Sell |
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|
2022
Q4 | $3.33M | Sell |
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|
2022
Q3 | $3.54M | Buy |
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|
2022
Q2 | $3.73M | Sell |
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|
2022
Q1 | $4.62M | Sell |
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|
2021
Q4 | $5.09M | Sell |
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|
2021
Q3 | $4.65M | Sell |
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|
2021
Q2 | $4.77M | Sell |
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|
2021
Q1 | $4.53M | Buy |
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|
2020
Q4 | $4.24M | Sell |
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|
2020
Q3 | $3.85M | Sell |
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|
2020
Q2 | $3.6M | Sell |
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|
2020
Q1 | $3.08M | Sell |
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|
2019
Q4 | $4.02M | Buy |
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|
2019
Q3 | $3.39M | Buy |
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|
2019
Q2 | $3.12M | Sell |
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|
2019
Q1 | $4.03M | Buy |
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|
2018
Q4 | $2.32M | Buy |
|