RCS Financial Planning’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 | $8.11M | Buy |
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|
2025
Q2 | $7.29M | Sell |
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|
2025
Q1 | $9.05M | Sell |
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|
2024
Q4 | $9.94M | Sell |
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|
2024
Q3 | $9.74M | Sell |
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|
2024
Q2 | $9.96M | Buy |
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|
2024
Q1 | $9.51M | Sell |
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|
2023
Q4 | $14.2M | Buy |
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|
2023
Q3 | $8.67M | Buy |
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|
2023
Q2 | $6.18M | Buy |
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|
2023
Q1 | $4.81M | Buy |
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|
2022
Q4 | $4.11M | Buy |
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