Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $596K | Hold |
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|
2025
Q2 | $562K | Hold |
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|
2025
Q1 | $499K | Hold |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $511K | Hold |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $473K | Hold |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $222K | Sell |
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|
2022
Q4 | $310K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $264K | Buy |
|