Wealthstar Advisors’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
Q3 | $706K | Buy |
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|
2025
Q2 | $652K | Hold |
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|
2025
Q1 | $590K | Sell |
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|
2024
Q4 | $890K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $908K | Buy |
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|
2023
Q3 | $691K | Buy |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $607K | Sell |
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|
2022
Q4 | $592K | Hold |
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|
2022
Q3 | $552K | Sell |
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|
2022
Q2 | $4.55M | Buy |
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|
2022
Q1 | $692K | Sell |
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|
2021
Q4 | $9.35M | Buy |
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|
2021
Q3 | $641K | Sell |
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|
2021
Q2 | $643K | Buy |
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|
2020
Q1 | $417K | Hold |
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|
2019
Q4 | $521K | Sell |
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|
2019
Q3 | $481K | Buy |
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|
2019
Q2 | $380K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $223K | Buy |
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