Wealthquest’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 | $1.51M | Buy |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.46M | Sell |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $2.18M | Hold |
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|
2021
Q4 | $2.18M | Buy |
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|
2021
Q3 | $1.86M | Buy |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.7M | Buy |
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|
2019
Q4 | $3.24M | Sell |
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|
2019
Q3 | $3.08M | Buy |
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|
2019
Q2 | $3.02M | Sell |
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|
2019
Q1 | $3.14M | Sell |
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|
2018
Q4 | $2.92M | Buy |
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|
2015
Q3 | $845K | Buy |
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|
2015
Q2 | $757K | Buy |
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|
2015
Q1 | $666K | Buy |
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|
2014
Q4 | $650K | Buy |
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