RMR Wealth Builders’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 | $474K | Buy |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $410K | Buy |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $165K | Buy |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $125K | Buy |
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|
2019
Q4 | $122K | Buy |
|