Worth 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
Q3 | $1.02M | Hold |
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|
2025
Q2 | $951K | Buy |
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|
2025
Q1 | $857K | Hold |
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|
2024
Q4 | $898K | Hold |
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|
2024
Q3 | $880K | Hold |
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|
2024
Q2 | $835K | Hold |
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|
2024
Q1 | $802K | Sell |
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|
2023
Q4 | $752K | Sell |
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|
2023
Q3 | $733K | Buy |
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|
2023
Q2 | $598K | Hold |
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|
2023
Q1 | $551K | Hold |
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|
2022
Q4 | $515K | Hold |
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|
2022
Q3 | $481K | Hold |
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|
2022
Q2 | $508K | Hold |
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|
2022
Q1 | $528K | Buy |
|