Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $323K | Buy |
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|
2024
Q1 | $254K | Buy |
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|
2023
Q4 | $170K | Hold |
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|
2023
Q3 | $152K | Hold |
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|
2023
Q2 | $158K | Hold |
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|
2023
Q1 | $146K | Buy |
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|
2022
Q4 | $10.4K | Hold |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $718K | Buy |
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|
2022
Q1 | $21K | Sell |
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|
2021
Q4 | $1.07M | Buy |
|