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

FirstPurpose Wealth’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
2024 Q1	$824K	Buy
2023 Q4	$755K	Sell
2023 Q3	$683K	Buy
2023 Q2	$637K	Buy
2023 Q1	$534K	Buy
2022 Q4	$469K	Buy
2022 Q3	$436K	Buy
2022 Q2	$395K	Buy
2022 Q1	$295K	Sell
2021 Q4	$339K	Buy