Wells Trecaso Financial 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 | $691K | Hold |
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|
2025
Q1 | $625K | Buy |
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|
2024
Q4 | $444K | Hold |
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|
2024
Q3 | $435K | Hold |
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|
2024
Q2 | $413K | Hold |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $322K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $275K | Hold |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $351K | Hold |
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|
2021
Q3 | $317K | Hold |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $292K | Sell |
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|
2020
Q4 | $310K | Hold |
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|
2020
Q3 | $277K | Sell |
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|
2020
Q2 | $274K | Hold |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $289K | Hold |
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|
2019
Q3 | $267K | Hold |
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|
2019
Q2 | $263K | Hold |
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|
2019
Q1 | $254K | Hold |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $290K | Hold |
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|
2018
Q2 | $271K | Hold |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $266K | Buy |
|