TriaGen Wealth Management’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 | $320K | Sell |
515
-118
| -19% | -$73.3K | 0.1% | 143 |
|
|
2025
Q1 | $356K | Hold |
633
| – | – | 0.13% | 127 |
|
|
2024
Q4 | $373K | Hold |
633
| – | – | 0.13% | 124 |
|
|
2024
Q3 | $365K | Hold |
633
| – | – | 0.12% | 126 |
|
|
2024
Q2 | $346K | Buy |
633
+1
| +0.2% | +$547 | 0.13% | 124 |
|
|
2024
Q1 | $332K | Buy |
632
+3
| +0.5% | +$1.58K | 0.14% | 125 |
|
|
2023
Q4 | $300K | Buy |
629
+22
| +4% | +$10.5K | 0.14% | 124 |
|
|
2023
Q3 | $261K | Sell |
607
-111
| -15% | -$47.7K | 0.13% | 125 |
|
|
2023
Q2 | $320K | Hold |
718
| – | – | 0.15% | 128 |
|
|
2023
Q1 | $295K | Buy |
718
+37
| +5% | +$15.2K | 0.15% | 124 |
|
|
2022
Q4 | $262K | Buy |
+681
| New | +$262K | 0.15% | 144 |
|