Planning Directions’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 | $379K | Sell |
|
|||||
|
2025
Q1 | $410K | Sell |
|
|||||
|
2024
Q4 | $486K | Sell |
|
|||||
|
2024
Q3 | $479K | Sell |
|
|||||
|
2024
Q2 | $479K | Buy |
|
|||||
|
2024
Q1 | $460K | Buy |
|
|||||
|
2023
Q4 | $417K | Buy |
|
|||||
|
2023
Q3 | $326K | Buy |
|
|||||
|
2023
Q2 | $278K | Buy |
|
|||||
|
2023
Q1 | $256K | Sell |
|
|||||
|
2022
Q4 | $285K | Buy |
|
|||||
|
2022
Q3 | $266K | Buy |
|
|||||
|
2022
Q2 | $280K | Buy |
|
|||||
|
2022
Q1 | $335K | Buy |
|
|||||
|
2021
Q4 | $352K | Buy |
|
|||||
|
2021
Q3 | $317K | Buy |
|
|||||
|
2021
Q2 | $316K | Sell |
|
|||||
|
2021
Q1 | $328K | Sell |
|
|||||
|
2020
Q4 | $332K | Sell |
|
|||||
|
2020
Q3 | $306K | Buy |
|
|||||
|
2020
Q2 | $281K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $222K | Sell |
|
|||||
|
2019
Q3 | $214K | Buy |
|
|||||
|
2019
Q2 | $211K | Buy |
|
|||||
|
2019
Q1 | $203K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $208K | Buy |
|