WealthPlan Investment 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
Q3 | $26.7M | Buy |
|
|||||
|
2025
Q2 | $6.43M | Buy |
|
|||||
|
2025
Q1 | $5.18M | Buy |
|
|||||
|
2024
Q4 | $3.23M | Buy |
|
|||||
|
2024
Q3 | $2.93M | Buy |
|
|||||
|
2024
Q2 | $831K | Buy |
|
|||||
|
2024
Q1 | $796K | Sell |
|
|||||
|
2023
Q4 | $743K | Buy |
|
|||||
|
2023
Q3 | $635K | Hold |
|
|||||
|
2023
Q2 | $659K | Sell |
|
|||||
|
2023
Q1 | $625K | Sell |
|
|||||
|
2022
Q4 | $11.6M | Buy |
|
|||||
|
2022
Q3 | $10.8M | Buy |
|
|||||
|
2022
Q1 | $8.62M | Buy |
|