Sterling Financial Planning’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 | $8.45M | Buy |
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|
2025
Q2 | $7.82M | Buy |
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|
2025
Q1 | $7.07M | Sell |
|
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|
2024
Q4 | $7.44M | Buy |
|
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|
2024
Q3 | $7.17M | Sell |
|
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|
2024
Q2 | $6.84M | Sell |
|
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|
2024
Q1 | $6.82M | Sell |
|
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|
2023
Q4 | $6.31M | Buy |
|
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|
2023
Q3 | $5.62M | Sell |
|
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|
2023
Q2 | $5.86M | Buy |
|
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|
2023
Q1 | $5.19M | Sell |
|
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|
2022
Q4 | $4.87M | Buy |
|
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|
2022
Q3 | $4.43M | Buy |
|
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|
2022
Q2 | $4.57M | Buy |
|
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|
2022
Q1 | $5.29M | Sell |
|
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|
2021
Q4 | $5.8M | Buy |
|
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|
2021
Q3 | $5.13M | Sell |
|
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|
2021
Q2 | $5.28M | Sell |
|
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|
2021
Q1 | $5.04M | Sell |
|
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|
2020
Q4 | $4.83M | Buy |
|