Perfromance 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 | $1.76M | Buy |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $844K | Sell |
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|
2024
Q2 | $896K | Buy |
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|
2024
Q1 | $847K | Sell |
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|
2023
Q4 | $985K | Sell |
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|
2023
Q3 | $950K | Hold |
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|
2023
Q2 | $986K | Sell |
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|
2023
Q1 | $918K | Sell |
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|
2022
Q4 | $936K | Buy |
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|
2022
Q3 | $814K | Hold |
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|
2022
Q2 | $861K | Hold |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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