American Planning Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $243K | Hold |
421
| – | – | 0.19% | 46 |
|
|
2024
Q2 | $230K | Hold |
421
| – | – | 0.16% | 51 |
|
|
2024
Q1 | $221K | Hold |
421
| – | – | 0.16% | 46 |
|
|
2023
Q4 | $201K | Buy |
+421
| New | +$201K | 0.15% | 44 |
|
|
2022
Q1 | – | Sell |
-421
| Closed | -$201K | – | 29 |
|
|
2021
Q4 | $201K | Buy |
+421
| New | +$201K | 0.18% | 25 |
|