Essential 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 | $5.94M | Sell |
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|
2025
Q2 | $5.77M | Sell |
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|
2025
Q1 | $5.27M | Sell |
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|
2024
Q4 | $376M | Buy |
|
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|
2024
Q3 | $5.86M | Sell |
|
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|
2024
Q2 | $5.65M | Sell |
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|
2024
Q1 | $5.07M | Sell |
|
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|
2023
Q4 | $5.08M | Sell |
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|
2023
Q3 | $4.68M | Buy |
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|
2023
Q2 | $4.83M | Buy |
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|
2023
Q1 | $4.33M | Buy |
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|
2022
Q4 | $3.64M | Buy |
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