Reliant Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
466
| – | – | 0.11% | 39 |
|
|
2025
Q1 | $262K | Sell |
466
-13
| -3% | -$7.31K | 0.12% | 25 |
|
|
2024
Q4 | $282K | Buy |
479
+6
| +1% | +$3.53K | 0.13% | 22 |
|
|
2024
Q3 | $273K | Buy |
+473
| New | +$273K | 0.12% | 25 |
|
|
2020
Q1 | – | Sell |
-114,209
| Closed | -$36.9M | – | 10 |
|
|
2019
Q4 | $36.9M | Buy |
+114,209
| New | +$36.9M | 18.5% | 3 |
|