Upper Left Wealth Management’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
Q2 | $2.86M | Sell |
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|
2025
Q1 | $2.83M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $867K | Sell |
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|
2024
Q2 | $912K | Buy |
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|
2024
Q1 | $727K | Sell |
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|
2023
Q4 | $740K | Sell |
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|
2023
Q3 | $703K | Sell |
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|
2023
Q2 | $805K | Sell |
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|
2023
Q1 | $768K | Sell |
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|
2022
Q4 | $859K | Sell |
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|
2022
Q3 | $907K | Buy |
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|
2022
Q2 | $902K | Buy |
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|
2022
Q1 | $999K | Sell |
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|
2021
Q4 | $1.13M | Buy |
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