Wealthcare Capital Management’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 | $2.57M | Buy |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.57M | Sell |
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|
2024
Q3 | $2.92M | Sell |
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|
2024
Q2 | $3.33M | Sell |
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|
2024
Q1 | $3.41M | Sell |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $4.48M | Sell |
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|
2023
Q2 | $5.67M | Buy |
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|
2023
Q1 | $5.22M | Sell |
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|
2022
Q4 | $5.13M | Buy |
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|
2022
Q3 | $4.78M | Buy |
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|
2022
Q2 | $5.02M | Sell |
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|
2022
Q1 | $6.2M | Sell |
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|
2021
Q4 | $7.04M | Buy |
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|
2021
Q3 | $6.1M | Sell |
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|
2021
Q2 | $6.2M | Sell |
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|
2021
Q1 | $6.14M | Sell |
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|
2020
Q4 | $6.09M | Buy |
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|
2020
Q3 | $5.32M | Buy |
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|
2020
Q2 | $3.76M | Buy |
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|
2020
Q1 | $2.97M | Buy |
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|
2019
Q4 | $3.66M | Sell |
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|
2019
Q3 | $3.47M | Sell |
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|
2019
Q2 | $3.54M | Sell |
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|
2019
Q1 | $3.67M | Sell |
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|
2018
Q4 | $3.61M | Buy |
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|
2018
Q3 | $4.13M | Sell |
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|
2018
Q2 | $3.86M | Buy |
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|
2018
Q1 | $3.61M | Buy |
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|
2017
Q4 | $3.59M | Buy |
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|
2017
Q3 | $3.37M | Sell |
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|
2017
Q2 | $4.31M | Buy |
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|
2017
Q1 | $4.19M | Sell |
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|
2016
Q4 | $4.16M | Sell |
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|
2016
Q3 | $5.18M | Sell |
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|
2016
Q2 | $5.04M | Sell |
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|
2016
Q1 | $5.02M | Buy |
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|
2015
Q4 | $4.6M | Sell |
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|
2015
Q3 | $4.41M | Buy |
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|
2015
Q2 | $4.67M | Sell |
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|
2015
Q1 | $5.07M | Buy |
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|
2014
Q4 | $4.89M | Sell |
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|
2014
Q3 | $4.7M | Sell |
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|
2014
Q2 | $4.73M | Sell |
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|
2014
Q1 | $4.58M | Buy |
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|
2013
Q4 | $2.33M | Sell |
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|
2013
Q3 | $2.2M | Buy |
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|
2013
Q2 | $2.06M | Buy |
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