Sandbox Financial 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 | $1.13M | Buy |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $974K | Buy |
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|
2024
Q3 | $944K | Buy |
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|
2024
Q2 | $893K | Buy |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $761K | Sell |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $803K | Buy |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $273K | Buy |
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