Total Clarity Wealth Management’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 | $3.39M | Buy |
|
|||||
|
2025
Q1 | $2.82M | Hold |
|
|||||
|
2024
Q4 | $2.82M | Sell |
|
|||||
|
2024
Q3 | $3.29M | Sell |
|
|||||
|
2024
Q2 | $3.42M | Buy |
|
|||||
|
2024
Q1 | $3.23M | Buy |
|
|||||
|
2023
Q4 | $2.06M | Sell |
|
|||||
|
2023
Q3 | $2M | Buy |
|
|||||
|
2023
Q2 | $1.93M | Buy |
|
|||||
|
2023
Q1 | $1.76M | Buy |
|
|||||
|
2022
Q4 | $1.63M | Sell |
|
|||||
|
2022
Q3 | $1.55M | Sell |
|
|||||
|
2022
Q2 | $1.71M | Buy |
|
|||||
|
2022
Q1 | $2.01M | Sell |
|
|||||
|
2021
Q4 | $2.16M | Buy |
|
|||||
|
2021
Q3 | $1.88M | Sell |
|
|||||
|
2021
Q2 | $1.92M | Buy |
|
|||||
|
2021
Q1 | $1.68M | Buy |
|
|||||
|
2020
Q4 | $1.38M | Buy |
|
|||||
|
2020
Q3 | $1.11M | Buy |
|
|||||
|
2020
Q2 | $966K | Buy |
|
|||||
|
2020
Q1 | $786K | Buy |
|
|||||
|
2019
Q4 | $664K | Buy |
|