Holistic Financial Partners’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 | $429K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $521K | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $979K | Hold |
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|
2021
Q3 | $884K | Hold |
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|
2021
Q2 | $882K | Sell |
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|
2021
Q1 | $864K | Sell |
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|
2020
Q4 | $1.09M | Sell |
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|
2020
Q3 | $974K | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $317K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $15K | Buy |
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