One Charles Private Wealth Services’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 | $271K | Hold |
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $244K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $225K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $255K | Buy |
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