Retirement Capital Strategies’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 | $513K | Sell |
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|
2025
Q1 | $491K | Buy |
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|
2024
Q4 | $512K | Sell |
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|
2024
Q3 | $872K | Hold |
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|
2024
Q2 | $828K | Buy |
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|
2024
Q1 | $433K | Hold |
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|
2023
Q4 | $394K | Hold |
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|
2023
Q3 | $354K | Hold |
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|
2023
Q2 | $367K | Hold |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $393K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $354K | Hold |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $270K | Hold |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $213K | Hold |
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|
2019
Q4 | $266K | Hold |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $243K | Sell |
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|
2019
Q1 | $272K | Hold |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $530K | Buy |
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