Engrave Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Engrave Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$875K	Buy
2023 Q3	$762K	Buy
2023 Q2	$699K	Hold
2023 Q1	$639K	Buy
2022 Q4	$542K	Buy
2022 Q3	$493K	Buy
2022 Q2	$462K	Buy
2020 Q3	–	Sell
2020 Q2	$43K	Buy
2020 Q1	$10K	Hold
2019 Q4	$12K	Buy