Core Wealth Partners’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
Q4 | $529K | Buy |
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|
2025
Q3 | $516K | Buy |
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|
2025
Q2 | $478K | Buy |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $323K | Hold |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $309K | Buy |
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