Financial Planning & Information Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $330K | Buy |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $201K | Buy |
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