Oak Harbor Wealth Partners’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 | $442K | Hold |
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|
2025
Q1 | $400K | Hold |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $402K | Hold |
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|
2024
Q1 | $386K | Hold |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $643K | Sell |
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|
2023
Q1 | $617K | Hold |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $409K | Hold |
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|
2022
Q2 | $433K | Hold |
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|
2022
Q1 | $518K | Hold |
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|
2021
Q4 | $544K | Buy |
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