Strategic Family Wealth Counselors’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 | $787K | Buy |
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|
2025
Q1 | $426K | Hold |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $378K | Buy |
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|
2024
Q1 | $361K | Buy |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $250K | Buy |
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