Willner & Heller’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 | $613K | Sell |
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|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $530K | Sell |
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|
2024
Q3 | $538K | Sell |
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|
2024
Q2 | $533K | Buy |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $410K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $312K | Buy |
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|
2021
Q4 | $273K | Buy |
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