Ratio Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $307K | Sell |
|
|||||
|
2023
Q4 | $289K | Hold |
|
|||||
|
2023
Q3 | $260K | Sell |
|
|||||
|
2023
Q2 | $272K | Buy |
|
|||||
|
2022
Q4 | $237K | Hold |
|
|||||
|
2022
Q3 | $221K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $349K | Buy |
|
|||||
|
2021
Q4 | $233K | Buy |
|
|||||
|
2021
Q3 | $210K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $335K | Buy |
|