WealthSpring 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
2023
Q3
$10.3M Buy
2023
Q2
$10.4M Sell
2023
Q1
$10.5M Sell
2022
Q4
$9.81M Buy
2022
Q3
$8.92M Buy