GoalFusion 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 | $49.3M | Sell |
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|
2025
Q1 | $45M | Buy |
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|
2024
Q4 | $46.4M | Buy |
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|
2024
Q3 | $45M | Buy |
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|
2024
Q2 | $40.4M | Sell |
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|
2024
Q1 | $39.1M | Sell |
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|
2023
Q4 | $36.6M | Sell |
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|
2023
Q3 | $33M | Buy |
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|
2023
Q2 | $34.1M | Buy |
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|
2023
Q1 | $31.4M | Buy |
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|
2022
Q4 | $30.9M | Buy |
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|
2022
Q3 | $25.5M | Buy |
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|
2022
Q2 | $25.9M | Buy |
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|
2022
Q1 | $29.1M | Buy |
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|
2021
Q4 | $25.5M | Buy |
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