Ridgecrest Wealth Partners’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 | $8.08M | Sell |
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|
2025
Q2 | $7.49M | Buy |
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|
2025
Q1 | $6.23M | Sell |
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|
2024
Q4 | $6.57M | Sell |
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|
2024
Q3 | $6.74M | Sell |
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|
2024
Q2 | $6.56M | Sell |
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|
2024
Q1 | $6.34M | Sell |
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|
2023
Q4 | $5.82M | Sell |
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|
2023
Q3 | $5.43M | Sell |
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|
2023
Q2 | $5.74M | Sell |
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|
2023
Q1 | $5.44M | Sell |
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|
2022
Q4 | $5.14M | Sell |
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|
2022
Q3 | $5.01M | Buy |
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|
2022
Q2 | $5.15M | Buy |
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|
2022
Q1 | $5.81M | Buy |
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|
2021
Q4 | $6.06M | Sell |
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|
2021
Q3 | $5.58M | Sell |
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|
2021
Q2 | $5.58M | Buy |
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|
2021
Q1 | $3.23M | Buy |
|