Insight Wealth 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
Q4 | $475K | Hold |
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|
2025
Q3 | $464K | Hold |
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|
2025
Q2 | $431K | Hold |
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|
2025
Q1 | $390K | Hold |
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|
2024
Q4 | $409K | Hold |
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|
2024
Q3 | $400K | Hold |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $331K | Hold |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $309K | Buy |
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