Wall Capital Group’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
Q4
$4.98M Sell
2023
Q3
$5.12M Sell
2023
Q2
$5.55M Sell
2023
Q1
$5.32M Buy
2022
Q2
Sell
2022
Q1
$3.34M Sell
2021
Q4
$4.35M Buy