WealthTrust Axiom’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 | $1.34M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $793K | Buy |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $440K | Hold |
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|
2023
Q4 | $400K | Hold |
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|
2023
Q3 | $359K | Hold |
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|
2023
Q2 | $373K | Hold |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $292K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $247K | Hold |
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|
2017
Q3 | $233K | Hold |
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|
2017
Q2 | $224K | Hold |
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|
2017
Q1 | $218K | Hold |
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|
2016
Q4 | $207K | Hold |
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|
2016
Q3 | $200K | Buy |
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