Strategic 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
Q2 | $713K | Hold |
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|
2025
Q1 | $645K | Hold |
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|
2024
Q4 | $676K | Hold |
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|
2024
Q3 | $662K | Hold |
|
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|
2024
Q2 | $629K | Hold |
|
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|
2024
Q1 | $604K | Hold |
|
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|
2023
Q4 | $549K | Hold |
|
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|
2023
Q3 | $493K | Hold |
|
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|
2023
Q2 | $512K | Hold |
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|
2023
Q1 | $472K | Hold |
|
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|
2022
Q4 | $441K | Hold |
|
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|
2022
Q3 | $412K | Hold |
|
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|
2022
Q2 | $435K | Hold |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $548K | Hold |
|
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|
2021
Q3 | $495K | Hold |
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|
2021
Q2 | $494K | Hold |
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|
2021
Q1 | $457K | Hold |
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|
2020
Q4 | $431K | Hold |
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|
2020
Q3 | $386K | Sell |
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|
2020
Q2 | $361K | Hold |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $380K | Buy |
|