Mark Sheptoff Financial 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
Q2 | $566K | Sell |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $593K | Buy |
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|
2024
Q3 | $578K | Buy |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $298K | Buy |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $196K | Buy |
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|
2023
Q2 | $66K | Hold |
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|
2023
Q1 | $60.8K | Sell |
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|
2022
Q4 | $91.4K | Hold |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $108K | Hold |
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|
2021
Q4 | $114K | Buy |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $16K | Buy |
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|
2018
Q4 | $4K | Buy |
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