Wealthfront Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
1,085
+178
| +20% | +$111K | ﹤0.01% | 754 |
|
|
2025
Q1 | $510K | Sell |
907
-288
| -24% | -$162K | ﹤0.01% | 775 |
|
|
2024
Q4 | $703K | Sell |
1,195
-347
| -23% | -$204K | ﹤0.01% | 726 |
|
|
2024
Q3 | $889K | Sell |
1,542
-338
| -18% | -$195K | ﹤0.01% | 663 |
|
|
2024
Q2 | $1.03M | Buy |
1,880
+625
| +50% | +$342K | ﹤0.01% | 619 |
|
|
2024
Q1 | $660K | Buy |
1,255
+29
| +2% | +$15.2K | ﹤0.01% | 690 |
|
|
2023
Q4 | $586K | Sell |
1,226
-1,333
| -52% | -$637K | ﹤0.01% | 683 |
|
|
2023
Q3 | $1.1M | Sell |
2,559
-313
| -11% | -$134K | ﹤0.01% | 534 |
|
|
2023
Q2 | $1.28M | Buy |
2,872
+1,273
| +80% | +$567K | 0.01% | 509 |
|
|
2023
Q1 | $657K | Buy |
1,599
+708
| +79% | +$291K | ﹤0.01% | 604 |
|
|
2022
Q4 | $342K | Buy |
891
+30
| +3% | +$11.5K | ﹤0.01% | 697 |
|
|
2022
Q3 | $309K | Sell |
861
-39
| -4% | -$14K | ﹤0.01% | 685 |
|
|
2022
Q2 | $341K | Sell |
900
-117
| -12% | -$44.3K | ﹤0.01% | 662 |
|
|
2022
Q1 | $461K | Sell |
1,017
-144
| -12% | -$65.3K | ﹤0.01% | 640 |
|
|
2021
Q4 | $554K | Sell |
1,161
-260
| -18% | -$124K | ﹤0.01% | 577 |
|
|
2021
Q3 | $613K | Sell |
1,421
-171
| -11% | -$73.8K | ﹤0.01% | 534 |
|
|
2021
Q2 | $684K | Buy |
1,592
+327
| +26% | +$140K | ﹤0.01% | 474 |
|
|
2021
Q1 | $503K | Sell |
1,265
-182
| -13% | -$72.4K | ﹤0.01% | 460 |
|
|
2020
Q4 | $543K | Buy |
1,447
+18
| +1% | +$6.76K | ﹤0.01% | 427 |
|
|
2020
Q3 | $480K | Buy |
1,429
+4
| +0.3% | +$1.34K | ﹤0.01% | 411 |
|
|
2020
Q2 | $441K | Sell |
1,425
-538
| -27% | -$166K | ﹤0.01% | 414 |
|
|
2020
Q1 | $507K | Sell |
1,963
-1,007
| -34% | -$260K | ﹤0.01% | 351 |
|
|
2019
Q4 | $960K | Buy |
2,970
+141
| +5% | +$45.6K | 0.01% | 329 |
|
|
2019
Q3 | $845K | Buy |
2,829
+54
| +2% | +$16.1K | 0.01% | 320 |
|
|
2019
Q2 | $818K | Sell |
2,775
-715
| -20% | -$211K | 0.01% | 317 |
|
|
2019
Q1 | $993K | Buy |
3,490
+232
| +7% | +$66K | 0.01% | 258 |
|
|
2018
Q4 | $820K | Buy |
+3,258
| New | +$820K | 0.01% | 276 |
|