Transparent Wealth Partners’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
2023
Q1
$665K Sell
2022
Q4
$633K Sell
2022
Q3
$682K Sell
2022
Q2
$755K Sell
2022
Q1
$18M Buy
2021
Q4
$896K Buy