WFA Asset Management’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 | $103K | Buy |
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|
2025
Q1 | $19.9K | Sell |
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|
2024
Q4 | $74.4K | Sell |
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|
2024
Q3 | $74.6K | Sell |
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|
2024
Q2 | $103K | Buy |
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|
2024
Q1 | $19.9K | Hold |
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|
2023
Q4 | $18K | Buy |
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|
2023
Q3 | $6.25K | Sell |
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|
2023
Q2 | $14.5K | Buy |
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|
2023
Q1 | $13.3K | Hold |
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|
2022
Q4 | $12.4K | Hold |
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|
2022
Q3 | $11.5K | Buy |
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