Adams Chetwood 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
2022
Q1
$259K Hold
2021
Q4
$272K Hold
2021
Q3
$246K Hold
2021
Q2
$245K Hold
2021
Q1
$227K Hold
2020
Q4
$214K Buy