Grand 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 | $363K | Hold |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $313K | Buy |
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|
2024
Q2 | $203K | Sell |
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|
2024
Q1 | $204K | Hold |
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|
2023
Q4 | $185K | Hold |
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|
2023
Q3 | $167K | Sell |
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|
2023
Q2 | $196K | Sell |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $39K | Hold |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $52K | Buy |
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