Woodard & Company Asset Management Group’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 | $849K | Buy |
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|
2025
Q2 | $777K | Sell |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.68M | Sell |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.82M | Buy |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $483K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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