Finer Wealth Management’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
Q2 | $429K | Sell |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $475K | Hold |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $448K | Hold |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $415K | Sell |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $438K | Buy |
|