Wedmont Private Capital’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 | $9.63M | Sell |
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|
2025
Q2 | $9.18M | Buy |
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|
2025
Q1 | $7.57M | Buy |
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|
2024
Q4 | $7.86M | Buy |
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|
2024
Q3 | $7.65M | Buy |
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|
2024
Q2 | $7.37M | Sell |
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|
2024
Q1 | $6.85M | Buy |
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|
2023
Q4 | $6.11M | Sell |
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|
2023
Q3 | $5.67M | Buy |
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|
2023
Q2 | $5.53M | Buy |
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|
2023
Q1 | $4.67M | Sell |
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|
2022
Q4 | $4.79M | Buy |
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|
2022
Q3 | $3.48M | Sell |
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|
2022
Q2 | $3.68M | Buy |
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|
2022
Q1 | $4.45M | Sell |
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|
2021
Q4 | $4.53M | Buy |
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