Stonebridge Financial Planning Group’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 | $5.87M | Sell |
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|
2025
Q1 | $5.49M | Sell |
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|
2024
Q4 | $6.03M | Sell |
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|
2024
Q3 | $5.92M | Sell |
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|
2024
Q2 | $5.66M | Sell |
|
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|
2024
Q1 | $5.45M | Sell |
|
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|
2023
Q4 | $5.07M | Sell |
|
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|
2023
Q3 | $4.57M | Sell |
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|
2023
Q2 | $4.75M | Sell |
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|
2023
Q1 | $4.53M | Sell |
|
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|
2022
Q4 | $4.36M | Sell |
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|
2022
Q3 | $4.08M | Sell |
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|
2022
Q2 | $4.4M | Sell |
|
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|
2022
Q1 | $5.93M | Sell |
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|
2021
Q4 | $5.84M | Buy |
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|
2021
Q3 | $6.1M | Buy |
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|
2021
Q2 | $5.69M | Buy |
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|
2021
Q1 | $5.06M | Buy |
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|
2020
Q4 | $4.51M | Buy |
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|
2020
Q3 | $4.16M | Buy |
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|
2020
Q2 | $3.72M | Sell |
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|
2020
Q1 | $3.32M | Sell |
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|
2019
Q4 | $3.93M | Buy |
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