Worth Financial Advisory 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
Q2 | $3.18M | Buy |
|
|||||
|
2025
Q1 | $2.8M | Sell |
|
|||||
|
2024
Q4 | $3.04M | Sell |
|
|||||
|
2024
Q3 | $3.1M | Sell |
|
|||||
|
2024
Q2 | $2.94M | Sell |
|
|||||
|
2024
Q1 | $2.9M | Sell |
|
|||||
|
2023
Q4 | $2.69M | Buy |
|
|||||
|
2023
Q3 | $2.27M | Buy |
|
|||||
|
2023
Q2 | $2.25M | Buy |
|
|||||
|
2023
Q1 | $2.05M | Sell |
|
|||||
|
2022
Q4 | $2.04M | Buy |
|