WoodTrust Financial’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 | $267K | Hold |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $308K | Sell |
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|
2024
Q3 | $323K | Hold |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $524K | Hold |
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|
2023
Q1 | $483K | Sell |
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|
2022
Q4 | $483K | Buy |
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|
2022
Q3 | $421K | Hold |
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|
2022
Q2 | $446K | Hold |
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|
2022
Q1 | $533K | Hold |
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|
2021
Q4 | $560K | Hold |
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|
2021
Q3 | $506K | Hold |
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|
2021
Q2 | $505K | Hold |
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|
2021
Q1 | $467K | Hold |
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|
2020
Q4 | $441K | Hold |
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|
2020
Q3 | $395K | Buy |
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