Life Planning Partners’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 | $1.07M | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $915K | Buy |
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|
2024
Q4 | $959K | Hold |
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|
2024
Q3 | $939K | Sell |
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|
2024
Q2 | $908K | Buy |
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|
2024
Q1 | $771K | Hold |
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|
2023
Q4 | $700K | Buy |
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|
2022
Q3 | $575K | Hold |
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|
2022
Q2 | $605K | Hold |
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|
2022
Q1 | $725K | Buy |
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|
2021
Q4 | $763K | Buy |
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