WealthTrust Asset Management’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
$532K Buy
2025
Q1
$452K Buy
2024
Q4
$452K Buy
2024
Q3
$442K Buy
2024
Q2
$418K Buy
2024
Q1
$401K Buy
2023
Q4
$364K Buy
2023
Q3
$325K Hold
2023
Q2
$338K Buy
2023
Q1
$311K Buy
2022
Q4
$290K Buy
2022
Q3
$269K Hold
2022
Q2
$285K Buy
2022
Q1
$340K Sell
2021
Q4
$367K Buy
2021
Q3
$330K Hold
2021
Q2
$330K Buy