WestHill 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
Q3 | $4.09M | Sell |
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|
2025
Q2 | $3.81M | Sell |
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|
2025
Q1 | $3.45M | Sell |
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|
2024
Q4 | $3.64M | Sell |
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|
2024
Q3 | $3.84M | Sell |
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|
2024
Q2 | $3.66M | Buy |
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|
2024
Q1 | $3.44M | Sell |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $2.86M | Sell |
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|
2023
Q2 | $2.99M | Sell |
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|
2023
Q1 | $2.78M | Sell |
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|
2022
Q4 | $2.78M | Buy |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $2.68M | Sell |
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|
2022
Q1 | $3.22M | Buy |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q1 | $2.71M | Sell |
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|
2020
Q4 | $2.58M | Buy |
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