One Plus One 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 | $268K | Hold |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $232K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $204K | Sell |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $256K | Hold |
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|
2021
Q3 | $231K | Hold |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $233K | Buy |
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