Williams Jones Wealth 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 | $10.6M | Sell |
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|
2025
Q1 | $9.71M | Buy |
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|
2024
Q4 | $10.2M | Sell |
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|
2024
Q3 | $10M | Sell |
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|
2024
Q2 | $9.96M | Sell |
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|
2024
Q1 | $9.86M | Buy |
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|
2023
Q4 | $8.94M | Sell |
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|
2023
Q3 | $8.15M | Sell |
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|
2023
Q2 | $8.64M | Sell |
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|
2023
Q1 | $8.01M | Sell |
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|
2022
Q4 | $7.76M | Buy |
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|
2022
Q3 | $7.22M | Sell |
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|
2022
Q2 | $7.83M | Buy |
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|
2022
Q1 | $9.22M | Sell |
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|
2021
Q4 | $9.98M | Buy |
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|
2021
Q3 | $8.82M | Sell |
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|
2021
Q2 | $9.02M | Sell |
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|
2021
Q1 | $8.43M | Sell |
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|
2020
Q4 | $8.03M | Sell |
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|
2020
Q3 | $7.56M | Sell |
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|
2020
Q2 | $7M | Sell |
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|
2020
Q1 | $6.03M | Buy |
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|
2019
Q4 | $7.14M | Buy |
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|
2019
Q3 | $6.58M | Buy |
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