Chemistry 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 | $860K | Buy |
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|
2025
Q2 | $746K | Sell |
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|
2025
Q1 | $678K | Sell |
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|
2024
Q4 | $835K | Buy |
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|
2024
Q3 | $816K | Sell |
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|
2024
Q2 | $775K | Buy |
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|
2024
Q1 | $743K | Sell |
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q2 | $536K | Hold |
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|
2023
Q1 | $494K | Buy |
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|
2022
Q4 | $455K | Hold |
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|
2022
Q3 | $424K | Hold |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $530K | Sell |
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|
2021
Q4 | $677K | Buy |
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