Maxwell Wealth Strategies’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
$34.4M Buy
2024
Q3
$24.2M Buy
2024
Q2
$19.4M Sell
2024
Q1
$19.2M Sell
2023
Q4
$18.4M Buy