Castle 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 | $2.17M | Sell |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $2.64M | Sell |
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|
2024
Q4 | $2.82M | Sell |
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|
2024
Q3 | $2.95M | Hold |
|
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|
2024
Q2 | $2.8M | Sell |
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|
2024
Q1 | $2.7M | Sell |
|
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|
2023
Q4 | $2.59M | Sell |
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|
2023
Q3 | $2.58M | Buy |
|
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $1.99M | Sell |
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|
2022
Q4 | $9.17M | Buy |
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|
2022
Q3 | $8.34M | Sell |
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|
2022
Q2 | $9.57M | Buy |
|