Capasso Planning Partners’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 | – | Sell |
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|
2025
Q2 | $206K | Sell |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $504K | Buy |
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|
2024
Q2 | $475K | Buy |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $591K | Buy |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $448K | Buy |
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