CIC Wealth’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
$4.01M Buy
2024
Q2
$3.8M Buy
2024
Q1
$3.64M Buy
2023
Q4
$3.29M Buy
2023
Q3
$2.94M Buy
2023
Q2
$3.05M Buy
2023
Q1
$2.81M Buy
2022
Q4
$2.61M Buy