West 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
Q4 | $6.85K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $226K | Buy |
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|
2022
Q2 | $197K | Hold |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $280K | Hold |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $207K | Hold |
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|
2020
Q4 | $195K | Buy |
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