Cypress Financial Planning’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 | $34M | Sell |
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|
2025
Q2 | $32.2M | Buy |
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|
2025
Q1 | $28.2M | Sell |
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|
2024
Q4 | $32.6M | Sell |
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|
2024
Q3 | $32.5M | Sell |
|
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|
2024
Q2 | $32.8M | Buy |
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|
2024
Q1 | $31M | Buy |
|
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|
2023
Q4 | $17.6M | Sell |
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|
2023
Q3 | $25.4M | Sell |
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|
2023
Q2 | $28M | Buy |
|
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|
2023
Q1 | $25.9M | Buy |
|
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|
2022
Q4 | $22.8M | Buy |
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|
2022
Q3 | $21.2M | Buy |
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|
2022
Q2 | $20.9M | Buy |
|