Western Pacific Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
715
+702
| +5,400% | +$436K | 0.43% | 32 |
|
|
2025
Q1 | $7.49K | Hold |
13
| – | – | 0.01% | 166 |
|
|
2024
Q4 | $7.83K | Hold |
13
| – | – | 0.01% | 170 |
|
|
2024
Q3 | $7.64K | Hold |
13
| – | – | 0.01% | 212 |
|
|
2024
Q2 | $7.22K | Hold |
13
| – | – | 0.01% | 187 |
|
|
2024
Q1 | $6.92K | Hold |
13
| – | – | 0.01% | 200 |
|
|
2023
Q4 | $6.26K | Hold |
13
| – | – | ﹤0.01% | 196 |
|
|
2023
Q3 | $5.58K | Hold |
13
| – | – | ﹤0.01% | 203 |
|
|
2023
Q2 | $5.79K | Hold |
13
| – | – | ﹤0.01% | 213 |
|
|
2023
Q1 | $5.34K | Hold |
13
| – | – | ﹤0.01% | 220 |
|
|
2022
Q4 | $4.99K | Buy |
+13
| New | +$4.99K | ﹤0.01% | 215 |
|