Wealthspan Partners’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 | $682K | Sell |
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|
2025
Q2 | $641K | Sell |
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|
2025
Q1 | $587K | Sell |
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|
2024
Q4 | $635K | Hold |
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|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $609K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $675K | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $968K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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