Wealth Management Solutions’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
Q3
$525K Sell
2023
Q2
$557K Buy
2023
Q1
$437K Sell
2022
Q4
$428K Buy
2022
Q3
$399K Sell
2022
Q2
$485K Buy
2022
Q1
$494K Sell
2021
Q4
$619K Buy