Western Pacific Wealth 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 | $8.98K | Sell |
|
|||||
|
2025
Q2 | $444K | Buy |
|
|||||
|
2025
Q1 | $7.49K | Hold |
|
|||||
|
2024
Q4 | $7.83K | Hold |
|
|||||
|
2024
Q3 | $7.64K | Hold |
|
|||||
|
2024
Q2 | $7.22K | Hold |
|
|||||
|
2024
Q1 | $6.92K | Hold |
|
|||||
|
2023
Q4 | $6.26K | Hold |
|
|||||
|
2023
Q3 | $5.58K | Hold |
|
|||||
|
2023
Q2 | $5.79K | Hold |
|
|||||
|
2023
Q1 | $5.34K | Hold |
|
|||||
|
2022
Q4 | $4.99K | Buy |
|