Mine & Arao Wealth Creation & Management’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 | $559K | Sell |
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|
2025
Q1 | $521K | Buy |
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|
2024
Q4 | $545K | Sell |
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|
2024
Q3 | $535K | Hold |
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|
2024
Q2 | $507K | Buy |
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|
2024
Q1 | $472K | Buy |
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|
2023
Q4 | $327K | Buy |
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|
2023
Q3 | $198K | Hold |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $190K | Buy |
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|
2022
Q4 | $159K | Hold |
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|
2022
Q3 | $148K | Hold |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $187K | Hold |
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|
2021
Q4 | $197K | Hold |
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|
2021
Q3 | $177K | Hold |
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|
2021
Q2 | $177K | Buy |
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|
2021
Q1 | $158K | Buy |
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|
2020
Q4 | $84K | Buy |
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|
2020
Q3 | $20K | Buy |
|