Total Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Total Wealth Planning’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$464K	Hold
2025 Q2	$430K	Sell
2025 Q1	$611K	Hold
2024 Q4	$640K	Hold
2024 Q3	$628K	Sell
2024 Q2	$661K	Sell
2024 Q1	$1.04M	Buy
2023 Q4	$871K	Buy
2023 Q3	$642K	Buy