Westshore Wealth’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
Q2 | $490K | Hold |
|
|||||
|
2025
Q1 | $443K | Hold |
|
|||||
|
2024
Q4 | $464K | Hold |
|
|||||
|
2024
Q3 | $455K | Hold |
|
|||||
|
2024
Q2 | $432K | Sell |
|
|||||
|
2024
Q1 | $423K | Buy |
|
|||||
|
2023
Q4 | $240K | Sell |
|
|||||
|
2023
Q3 | $232K | Buy |
|
|||||
|
2023
Q2 | $224K | Hold |
|
|||||
|
2023
Q1 | $207K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $446K | Hold |
|
|||||
|
2021
Q1 | $413K | Buy |
|