Wealth Management Partners’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 | $13.1M | Buy |
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|
2025
Q2 | $12.1M | Buy |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $11.1M | Buy |
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|
2024
Q3 | $10.8M | Sell |
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|
2024
Q2 | $11.3M | Buy |
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|
2024
Q1 | $10.7M | Sell |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $9.13M | Buy |
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|
2023
Q2 | $9.26M | Buy |
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|
2023
Q1 | $8.27M | Buy |
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|
2022
Q4 | $7.65M | Buy |
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|
2022
Q3 | $6.89M | Hold |
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|
2022
Q2 | $6.96M | Sell |
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|
2022
Q1 | $9.64M | Buy |
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|
2021
Q4 | $9.05M | Buy |
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|
2021
Q3 | $7.43M | Buy |
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|
2021
Q2 | $6.13M | Buy |
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|
2021
Q1 | $5.2M | Sell |
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|
2020
Q4 | $5.38M | Buy |
|