Forbes Financial 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 | $14.7M | Buy |
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|
2025
Q2 | $13.3M | Buy |
|
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|
2025
Q1 | $7.83M | Sell |
|
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|
2024
Q4 | $8.28M | Sell |
|
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|
2024
Q3 | $11.8M | Buy |
|
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|
2024
Q2 | $11.1M | Sell |
|
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|
2024
Q1 | $10.9M | Sell |
|
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|
2023
Q4 | $10.2M | Sell |
|
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|
2023
Q3 | $9.21M | Sell |
|
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|
2023
Q2 | $9.59M | Sell |
|
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|
2023
Q1 | $8.88M | Buy |
|
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|
2022
Q4 | $7.52M | Hold |
|
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|
2022
Q3 | $7.52M | Buy |
|
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|
2022
Q2 | $7.64M | Sell |
|
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|
2022
Q1 | $9.16M | Buy |
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|
2021
Q4 | $9.43M | Buy |
|