MY Wealth 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
Q3
$10.3M Buy
2025
Q2
$7.99M Sell
2025
Q1
$11.4M Buy
2024
Q4
$10.6M Buy
2024
Q3
$7.6M Buy
2024
Q2
$7.19M Sell
2024
Q1
$6.99M Sell
2023
Q4
$8.77M Buy
2023
Q3
$5.58M Sell
2023
Q2
$5.83M Buy
2023
Q1
$5.13M Buy
2022
Q4
$4.8M Buy
2022
Q3
$224K Hold
2022
Q2
$237K Hold
2022
Q1
$284K Hold
2021
Q4
$298K Buy