Total Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
693
-395
| -36% | -$245K | 0.05% | 81 |
|
|
2025
Q1 | $611K | Hold |
1,088
| – | – | 0.09% | 57 |
|
|
2024
Q4 | $640K | Hold |
1,088
| – | – | 0.1% | 57 |
|
|
2024
Q3 | $628K | Sell |
1,088
-76
| -7% | -$43.8K | 0.1% | 56 |
|
|
2024
Q2 | $661K | Sell |
1,164
-822
| -41% | -$467K | 0.11% | 56 |
|
|
2024
Q1 | $1.04M | Buy |
1,986
+162
| +9% | +$85.2K | 0.18% | 51 |
|
|
2023
Q4 | $871K | Buy |
1,824
+330
| +22% | +$158K | 0.16% | 53 |
|
|
2023
Q3 | $642K | Buy |
+1,494
| New | +$642K | 0.13% | 57 |
|