Wealthfront Advisers’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 | $674K | Buy |
|
|||||
|
2025
Q1 | $510K | Sell |
|
|||||
|
2024
Q4 | $703K | Sell |
|
|||||
|
2024
Q3 | $889K | Sell |
|
|||||
|
2024
Q2 | $1.03M | Buy |
|
|||||
|
2024
Q1 | $660K | Buy |
|
|||||
|
2023
Q4 | $586K | Sell |
|
|||||
|
2023
Q3 | $1.1M | Sell |
|
|||||
|
2023
Q2 | $1.28M | Buy |
|
|||||
|
2023
Q1 | $657K | Buy |
|
|||||
|
2022
Q4 | $342K | Buy |
|
|||||
|
2022
Q3 | $309K | Sell |
|
|||||
|
2022
Q2 | $341K | Sell |
|
|||||
|
2022
Q1 | $461K | Sell |
|
|||||
|
2021
Q4 | $554K | Sell |
|
|||||
|
2021
Q3 | $613K | Sell |
|
|||||
|
2021
Q2 | $684K | Buy |
|
|||||
|
2021
Q1 | $503K | Sell |
|
|||||
|
2020
Q4 | $543K | Buy |
|
|||||
|
2020
Q3 | $480K | Buy |
|
|||||
|
2020
Q2 | $441K | Sell |
|
|||||
|
2020
Q1 | $507K | Sell |
|
|||||
|
2019
Q4 | $960K | Buy |
|
|||||
|
2019
Q3 | $845K | Buy |
|
|||||
|
2019
Q2 | $818K | Sell |
|
|||||
|
2019
Q1 | $993K | Buy |
|
|||||
|
2018
Q4 | $820K | Buy |
|