OLIO Financial Planning’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 | $556K | Buy |
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|
2025
Q2 | $465K | Buy |
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|
2025
Q1 | $421K | Hold |
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|
2024
Q4 | $441K | Sell |
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|
2024
Q3 | $440K | Hold |
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|
2024
Q2 | $440K | Hold |
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|
2024
Q1 | $440K | Hold |
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|
2023
Q4 | $440K | Hold |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $408K | Buy |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $239K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $236K | Buy |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $301K | Buy |
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