WESPAC 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 | $7.04M | Buy |
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|
2025
Q2 | $3.64M | Sell |
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|
2025
Q1 | $4.29M | Buy |
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|
2024
Q4 | $4.16M | Buy |
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|
2024
Q3 | $3.74M | Sell |
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|
2024
Q2 | $3.63M | Sell |
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|
2024
Q1 | $3.59M | Sell |
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|
2023
Q4 | $3.3M | Buy |
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|
2023
Q3 | $877K | Buy |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $579K | Sell |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $218K | Buy |
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