Winch Advisory Services’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 | – | Sell |
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|
2025
Q1 | $6.18K | Buy |
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|
2024
Q4 | $4.73K | Buy |
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|
2024
Q3 | $579 | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $6.89K | Sell |
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|
2023
Q4 | $7.19K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $84K | Hold |
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|
2019
Q4 | $105K | Hold |
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|
2019
Q3 | $97K | Hold |
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|
2019
Q2 | $95K | Hold |
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|
2019
Q1 | $92K | Hold |
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|
2018
Q4 | $81K | Buy |
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|
2018
Q3 | $94K | Buy |
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|
2018
Q2 | $88K | Hold |
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|
2018
Q1 | $85K | Buy |
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|
2017
Q4 | $86K | Buy |
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|
2017
Q3 | $80K | Hold |
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|
2017
Q2 | $77K | Buy |
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|
2017
Q1 | $75K | Buy |
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|
2016
Q4 | $71K | Buy |
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|
2016
Q3 | $67K | Hold |
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|
2016
Q2 | $65K | Buy |
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|
2016
Q1 | $64K | Sell |
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|
2015
Q4 | $80K | Buy |
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|
2015
Q3 | $58K | Sell |
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|
2015
Q2 | $1.34M | Buy |
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|
2015
Q1 | $62K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $95K | Buy |
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|
2014
Q2 | $94K | Sell |
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|
2014
Q1 | $171K | Buy |
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