Waterfront 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
Q2 | $1.48M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.44M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $651K | Sell |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $873K | Sell |
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|
2023
Q1 | $943K | Buy |
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|
2022
Q4 | $620K | Buy |
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|
2022
Q3 | $547K | Buy |
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|
2022
Q2 | $500K | Sell |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $512K | Buy |
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|
2021
Q3 | $336K | Buy |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $250K | Buy |
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