West Wealth 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
Q3 | $953K | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $606K | Buy |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $516K | Buy |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $268K | Buy |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $224K | Buy |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $267K | Sell |
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|
2021
Q4 | $300K | Buy |
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