Kolinsky 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
2024
Q4
$701K Buy
2024
Q3
$484K Sell
2024
Q2
$943K Sell
2024
Q1
$1.6M Buy
2023
Q4
$815K Buy
2023
Q3
$629K Buy
2023
Q2
$610K Buy
2022
Q2
Sell
2022
Q1
$209K Buy