Kaizen Financial Strategies’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 | $480K | Hold |
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|
2025
Q1 | $434K | Hold |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $586K | Buy |
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|
2024
Q2 | $553K | Buy |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $302K | Hold |
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|
2021
Q4 | $318K | Hold |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $359K | Buy |
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