Future Financial 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
Q3 | $741K | Hold |
|
|||||
|
2025
Q2 | $687K | Buy |
|
|||||
|
2025
Q1 | $619K | Hold |
|
|||||
|
2024
Q4 | $649K | Hold |
|
|||||
|
2024
Q3 | $636K | Hold |
|
|||||
|
2024
Q2 | $603K | Hold |
|
|||||
|
2024
Q1 | $579K | Hold |
|
|||||
|
2023
Q4 | $526K | Hold |
|
|||||
|
2023
Q3 | $473K | Hold |
|
|||||
|
2023
Q2 | $491K | Buy |
|
|||||
|
2023
Q1 | $421K | Hold |
|
|||||
|
2022
Q4 | $392K | Hold |
|
|||||
|
2022
Q3 | $387K | Hold |
|
|||||
|
2022
Q2 | $463K | Hold |
|
|||||
|
2022
Q1 | $463K | Hold |
|
|||||
|
2021
Q4 | $490K | Hold |
|
|||||
|
2021
Q3 | $439K | Hold |
|
|||||
|
2021
Q2 | $439K | Hold |
|
|||||
|
2021
Q1 | $406K | Hold |
|
|||||
|
2020
Q4 | $383K | Buy |
|