WNY Asset 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 | $4.04M | Sell |
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|
2025
Q1 | $3.75M | Sell |
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|
2024
Q4 | $4.04M | Buy |
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|
2024
Q3 | $3.38M | Sell |
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|
2024
Q2 | $3.23M | Buy |
|
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|
2024
Q1 | $2.99M | Sell |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2.07M | Buy |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $1.9M | Sell |
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|
2022
Q4 | $1.92M | Buy |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $2.1M | Sell |
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|
2021
Q3 | $1.95M | Sell |
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|
2021
Q2 | $1.97M | Sell |
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|
2021
Q1 | $1.84M | Sell |
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|
2020
Q4 | $1.97M | Buy |
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