Planned Solutions’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 | $985K | Buy |
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|
2025
Q1 | $887K | Buy |
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|
2024
Q4 | $873K | Sell |
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|
2024
Q3 | $859K | Buy |
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|
2024
Q2 | $814K | Buy |
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|
2024
Q1 | $782K | Buy |
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|
2023
Q4 | $707K | Buy |
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|
2023
Q3 | $635K | Hold |
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|
2023
Q2 | $659K | Buy |
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|
2023
Q1 | $607K | Buy |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $533K | Buy |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $657K | Sell |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q2 | $626K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $150K | Buy |
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|
2020
Q3 | $134K | Buy |
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