Laurel Wealth Planning’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
Q3 | $5.27M | Sell |
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|
2025
Q2 | $5.6M | Buy |
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|
2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $2.81M | Sell |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.82M | Sell |
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|
2024
Q1 | $2.74M | Sell |
|
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|
2023
Q4 | $2.66M | Sell |
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|
2023
Q3 | $2.63M | Sell |
|
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|
2023
Q2 | $2.94M | Sell |
|
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|
2023
Q1 | $2.79M | Sell |
|
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|
2022
Q4 | $3.11M | Buy |
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|
2022
Q3 | $2.87M | Sell |
|
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|
2022
Q2 | $3.04M | Sell |
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|
2022
Q1 | $3.82M | Sell |
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|
2021
Q4 | $4.31M | Sell |
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|
2021
Q3 | $4.65M | Sell |
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|
2021
Q2 | $4.76M | Sell |
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|
2021
Q1 | $4.92M | Sell |
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|
2020
Q4 | $5.43M | Buy |
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