WT Wealth 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 | $981K | Sell |
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|
2025
Q2 | $911K | Sell |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $865K | Sell |
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|
2024
Q3 | $868K | Sell |
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|
2024
Q2 | $814K | Sell |
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|
2024
Q1 | $793K | Buy |
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|
2023
Q4 | $716K | Hold |
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|
2023
Q3 | $644K | Sell |
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|
2023
Q2 | $671K | Sell |
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|
2023
Q1 | $623K | Hold |
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|
2022
Q4 | $582K | Hold |
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|
2022
Q3 | $544K | Hold |
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|
2022
Q2 | $575K | Sell |
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|
2022
Q1 | $746K | Sell |
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|
2021
Q4 | $785K | Buy |
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|
2021
Q3 | $657K | Hold |
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|
2021
Q2 | $656K | Buy |
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|
2021
Q1 | $603K | Hold |
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|
2020
Q4 | $569K | Hold |
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|
2020
Q3 | $509K | Buy |
|