Falcon Wealth 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 | $2.77M | Buy |
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|
2025
Q2 | $2.56M | Sell |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $2.65M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $943K | Buy |
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|
2024
Q1 | $860K | Buy |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $339K | Sell |
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|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $225K | Buy |
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