TCWP’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $656K | Sell |
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $2.47M | Buy |
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|
2022
Q1 | $2.92M | Sell |
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|
2021
Q4 | $3.8M | Buy |
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