WealthStone’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
2021
Q1
$23.9M Buy
2020
Q4
$22.1M Buy
2020
Q3
$19.4M Sell
2020
Q2
$19.7M Buy
2020
Q1
$16.3M Sell
2019
Q4
$33.5M Sell
2019
Q3
$32.1M Buy
2019
Q2
Hold