Prentice 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 | $428K | Buy |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $334K | Sell |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $391K | Sell |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $275K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $276K | Sell |
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|
2021
Q1 | $259K | Buy |
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