Wescott Financial Advisory 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 | $42.3M | Buy |
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|
2025
Q1 | $37.1M | Sell |
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|
2024
Q4 | $40.7M | Buy |
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|
2024
Q3 | $38.7M | Buy |
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|
2024
Q2 | $36.2M | Buy |
|
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|
2024
Q1 | $34M | Buy |
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|
2023
Q4 | $28.3M | Buy |
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|
2023
Q3 | $24.2M | Sell |
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|
2023
Q2 | $25.7M | Sell |
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|
2023
Q1 | $26.3M | Sell |
|
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|
2022
Q4 | $25.1M | Sell |
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|
2022
Q3 | $23.7M | Buy |
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|
2022
Q2 | $24.5M | Sell |
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|
2022
Q1 | $30.2M | Buy |
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|
2021
Q4 | $849K | Buy |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $456K | Buy |
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