Wells Financial 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
Q3 | $759K | Sell |
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|
2025
Q2 | $926K | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.02M | Buy |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.5M | Sell |
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|
2022
Q1 | $2.11M | Buy |
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|
2021
Q4 | $2.21M | Sell |
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|
2021
Q3 | $2.22M | Buy |
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|
2021
Q2 | $2.16M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.43M | Buy |
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