Intrepid Financial Planning Group’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 | $27.6M | Sell |
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|
2025
Q1 | $25.5M | Sell |
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|
2024
Q4 | $27.4M | Sell |
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|
2024
Q3 | $27.6M | Sell |
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|
2024
Q2 | $27.3M | Sell |
|
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|
2024
Q1 | $26.6M | Sell |
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|
2023
Q4 | $24.6M | Sell |
|
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|
2023
Q3 | $22.6M | Sell |
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|
2023
Q2 | $24.2M | Sell |
|
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|
2023
Q1 | $22.5M | Sell |
|
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|
2022
Q4 | $21.5M | Sell |
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|
2022
Q3 | $20.5M | Sell |
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|
2022
Q2 | $21.8M | Buy |
|