WealthShield 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
Q2 | $28.8M | Sell |
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|
2025
Q1 | $36.3M | Buy |
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|
2024
Q4 | $34.9M | Sell |
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|
2024
Q3 | $37.5M | Buy |
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|
2024
Q2 | $35.3M | Sell |
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|
2024
Q1 | $39.2M | Sell |
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|
2023
Q4 | $43.5M | Buy |
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|
2023
Q3 | $37.7M | Buy |
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|
2023
Q2 | $32.4M | Buy |
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|
2023
Q1 | $28.2M | Buy |
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|
2022
Q4 | $24.7M | Sell |
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|
2022
Q3 | $24.3M | Buy |
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|
2022
Q2 | $24.1M | Buy |
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|
2022
Q1 | $28.1M | Buy |
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|
2021
Q4 | $21.9M | Buy |
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|
2021
Q3 | $15.9M | Sell |
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|
2021
Q2 | $22.3M | Buy |
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|
2021
Q1 | $19.8M | Sell |
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|
2020
Q4 | $19.3M | Buy |
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|
2020
Q3 | $12.9M | Buy |
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|
2020
Q2 | $10.7M | Sell |
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|
2020
Q1 | $11.1M | Buy |
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|
2019
Q4 | $12.1M | Buy |
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|
2019
Q3 | $10.6M | Buy |
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|
2019
Q2 | $9.45M | Buy |
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|
2019
Q1 | $7.71M | Buy |
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|
2018
Q4 | $5.96M | Buy |
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|
2018
Q3 | $4.32M | Buy |
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|
2018
Q2 | $3.7M | Buy |
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|
2018
Q1 | $3.34M | Buy |
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|
2017
Q4 | $2.82M | Buy |
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