Tempus Wealth 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 | $5.36M | Sell |
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|
2025
Q1 | $4.88M | Sell |
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|
2024
Q4 | $5.78M | Sell |
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|
2024
Q3 | $6.41M | Sell |
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|
2024
Q2 | $6.41M | Sell |
|
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|
2024
Q1 | $7.14M | Sell |
|
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|
2023
Q4 | $6.89M | Buy |
|
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|
2023
Q3 | $5.67M | Buy |
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|
2023
Q2 | $5.89M | Buy |
|
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|
2023
Q1 | $5.3M | Buy |
|
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $4.2M | Buy |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $2.17M | Sell |
|
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|
2021
Q4 | $3.37M | Hold |
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|
2021
Q3 | $3.05M | Sell |
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|
2021
Q2 | $3.07M | Buy |
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