Life Planning Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
1,630
+1
| +0.1% | +$621 | 0.81% | 32 |
|
|
2025
Q1 | $915K | Buy |
1,629
+1
| +0.1% | +$562 | 0.83% | 30 |
|
|
2024
Q4 | $959K | Hold |
1,628
| – | – | 0.89% | 26 |
|
|
2024
Q3 | $939K | Sell |
1,628
-32
| -2% | -$18.5K | 0.84% | 27 |
|
|
2024
Q2 | $908K | Buy |
1,660
+193
| +13% | +$106K | 0.82% | 27 |
|
|
2024
Q1 | $771K | Hold |
1,467
| – | – | 0.77% | 29 |
|
|
2023
Q4 | $700K | Buy |
+1,467
| New | +$700K | 0.69% | 28 |
|
|
2022
Q3 | $575K | Hold |
1,602
| – | – | 0.66% | 33 |
|
|
2022
Q2 | $605K | Hold |
1,602
| – | – | 0.68% | 30 |
|
|
2022
Q1 | $725K | Buy |
1,602
+1
| +0.1% | +$453 | 0.74% | 29 |
|
|
2021
Q4 | $763K | Buy |
+1,601
| New | +$763K | 0.77% | 30 |
|