Williams Financial’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 | $10.4M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $28.5M | Sell |
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|
2023
Q3 | $25.8M | Buy |
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|
2023
Q2 | $23M | Buy |
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|
2023
Q1 | $19.5M | Sell |
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|
2022
Q4 | $20.7M | Buy |
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|
2022
Q3 | $16.8M | Buy |
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|
2022
Q2 | $10.6M | Sell |
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|
2022
Q1 | $16.2M | Buy |
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|
2021
Q4 | $13.3M | Buy |
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|
2021
Q3 | $10.1M | Sell |
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|
2021
Q2 | $11.6M | Sell |
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|
2021
Q1 | $11.3M | Sell |
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|
2020
Q4 | $11.8M | Buy |
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