Towerpoint 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 | $219K | Sell |
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|
2025
Q2 | $203K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $346K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $277K | Hold |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $233K | Sell |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | $225K | Buy |
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|
2019
Q4 | $241K | Buy |
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|
2019
Q3 | $82K | Buy |
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