My Personal CFO LLC’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 | $13.6M | Buy |
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|
2025
Q2 | $2.03M | Sell |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.34M | Hold |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.21M | Hold |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $940K | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1M | Buy |
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