American Planning Services’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
2024
Q3
$243K Hold
2024
Q2
$230K Hold
2024
Q1
$221K Hold
2023
Q4
$201K Buy
2022
Q1
Sell
2021
Q4
$201K Buy