Compass 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 | – | Sell |
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|
2025
Q2 | $633K | Sell |
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|
2025
Q1 | $574K | Buy |
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|
2024
Q4 | $576K | Hold |
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|
2024
Q3 | $565K | Sell |
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|
2024
Q2 | $590K | Hold |
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|
2024
Q1 | $567K | Hold |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $254K | Hold |
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|
2023
Q1 | $234K | Hold |
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|
2022
Q4 | $219K | Buy |
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