Three Seasons Wealth’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
Q3
$5.37M Sell
2025
Q2
$5.05M Sell
2025
Q1
$5.01M Sell
2024
Q4
$5.39M Sell
2024
Q3
$5.93M Buy
2024
Q2
$5.62M Sell
2024
Q1
$5.37M Sell
2023
Q4
$4.97M Buy
2023
Q3
$4.37M Buy