Wealthspire Advisors (New York)’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 | $3.23B | Buy |
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|
2025
Q1 | $2.91B | Buy |
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|
2024
Q4 | $1.5B | Buy |
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|
2024
Q3 | $1.4B | Buy |
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|
2024
Q2 | $1.26B | Buy |
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|
2024
Q1 | $1.16B | Buy |
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|
2023
Q4 | $1.02B | Buy |
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|
2023
Q3 | $856M | Buy |
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|
2023
Q2 | $861M | Buy |
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|
2023
Q1 | $754M | Buy |
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|
2022
Q4 | $662M | Buy |
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|
2022
Q3 | $579M | Buy |
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|
2022
Q2 | $559M | Buy |
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|
2022
Q1 | $637M | Buy |
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|
2021
Q4 | $583M | Buy |
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|
2021
Q3 | $482M | Buy |
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|
2021
Q2 | $458M | Buy |
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|
2021
Q1 | $414M | Buy |
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|
2020
Q4 | $346M | Buy |
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|
2020
Q3 | $151M | Buy |
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|
2020
Q2 | $132M | Sell |
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|
2020
Q1 | $199M | Buy |
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|
2019
Q4 | $126M | Buy |
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|
2019
Q3 | $109M | Sell |
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|
2019
Q2 | $113M | Sell |
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|
2019
Q1 | $112M | Sell |
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|
2018
Q4 | $101M | Buy |
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