Wealthstream 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
Q2 | $619K | Buy |
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|
2025
Q1 | $532K | Sell |
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|
2024
Q4 | $650K | Buy |
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|
2024
Q3 | $525K | Hold |
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|
2024
Q2 | $498K | Sell |
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|
2024
Q1 | $503K | Buy |
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|
2023
Q4 | $434K | Sell |
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|
2023
Q3 | $408K | Hold |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $476K | Buy |
|