Wiser 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
Q3 | $19.4M | Sell |
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|
2025
Q2 | $19.1M | Sell |
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|
2025
Q1 | $17.6M | Buy |
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|
2024
Q4 | $16.9M | Buy |
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|
2024
Q3 | $16.6M | Buy |
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|
2024
Q2 | $13.8M | Sell |
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|
2024
Q1 | $14.5M | Sell |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $10.6M | Buy |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $9.9M | Buy |
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|
2022
Q4 | $9.05M | Buy |
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|
2022
Q3 | $6.57M | Buy |
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|
2022
Q2 | $6.49M | Sell |
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|
2022
Q1 | $51.6M | Buy |
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|
2021
Q4 | $49M | Buy |
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|
2021
Q3 | $42.6M | Buy |
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|
2021
Q2 | $38.2M | Buy |
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|
2021
Q1 | $33.1M | Buy |
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|
2020
Q4 | $29.8M | Buy |
|