Dynamic Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6K | Hold |
67
| – | – | 0.03% | 131 |
|
|
2025
Q1 | $37.6K | Buy |
+67
| New | +$37.6K | 0.03% | 141 |
|
|
2024
Q4 | – | Sell |
-67
| Closed | -$39K | – | 148 |
|
|
2024
Q3 | $39K | Hold |
67
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $37K | Hold |
67
| – | – | 0.03% | 133 |
|
|
2024
Q1 | $35K | Hold |
67
| – | – | 0.03% | 137 |
|
|
2023
Q4 | $32K | Buy |
+67
| New | +$32K | 0.03% | 131 |
|