Partners in 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
Q2 | $879K | Hold |
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|
2025
Q1 | $796K | Hold |
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|
2024
Q4 | $833K | Buy |
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|
2024
Q3 | $700K | Hold |
|
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|
2024
Q2 | $664K | Hold |
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|
2024
Q1 | $638K | Hold |
|
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|
2023
Q4 | $580K | Buy |
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|
2023
Q3 | $519K | Hold |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $495K | Hold |
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|
2022
Q4 | $461K | Hold |
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|
2022
Q3 | $479K | Hold |
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|
2022
Q2 | $493K | Hold |
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|
2022
Q1 | $515K | Hold |
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|
2021
Q4 | $533K | Hold |
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|
2021
Q3 | $519K | Hold |
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|
2021
Q2 | $518K | Buy |
|