Destiny 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
Q3 | $1.85M | Buy |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $2.69M | Sell |
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|
2023
Q3 | $2.48M | Hold |
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|
2023
Q2 | $2.62M | Sell |
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|
2023
Q1 | $2.43M | Sell |
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|
2022
Q4 | $3.39M | Sell |
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|
2022
Q3 | $3.33M | Sell |
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|
2022
Q2 | $3.62M | Sell |
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|
2022
Q1 | $4.75M | Buy |
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|
2021
Q4 | $4.99M | Sell |
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|
2021
Q3 | $4.69M | Sell |
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|
2021
Q2 | $6.13M | Buy |
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|
2021
Q1 | $4.55M | Sell |
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|
2020
Q4 | $6.64M | Buy |
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