Weaver Consulting Group’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 | $4.63M | Sell |
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|
2025
Q1 | $4.25M | Sell |
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|
2024
Q4 | $4.51M | Sell |
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|
2024
Q3 | $4.44M | Sell |
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|
2024
Q2 | $4.25M | Buy |
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|
2024
Q1 | $3.91M | Buy |
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|
2023
Q4 | $3.28M | Sell |
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|
2023
Q3 | $2.99M | Sell |
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|
2023
Q2 | $3.16M | Sell |
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|
2023
Q1 | $3.01M | Sell |
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|
2022
Q4 | $2.86M | Sell |
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|
2022
Q3 | $2.7M | Sell |
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|
2022
Q2 | $2.89M | Sell |
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|
2022
Q1 | $3.46M | Buy |
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|
2021
Q4 | $3.41M | Sell |
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|
2021
Q3 | $3.09M | Sell |
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|
2021
Q2 | $3.15M | Buy |
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|
2021
Q1 | $2.8M | Buy |
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|
2020
Q4 | $2.55M | Sell |
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|
2020
Q3 | $2.3M | Sell |
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|
2020
Q2 | $2.17M | Buy |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $1.98M | Sell |
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|
2019
Q3 | $2.01M | Hold |
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|
2019
Q2 | $1.96M | Sell |
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|
2019
Q1 | $1.97M | Buy |
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