Wolff Wiese Magana’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 | $168K | Sell |
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|
2025
Q2 | $156K | Hold |
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|
2025
Q1 | $142K | Hold |
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|
2024
Q4 | $148K | Hold |
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|
2024
Q3 | $145K | Hold |
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|
2024
Q2 | $138K | Hold |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $112K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $96.8K | Sell |
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|
2022
Q3 | $350K | Hold |
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|
2022
Q2 | $370K | Hold |
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|
2022
Q1 | $442K | Hold |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $425K | Buy |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $280K | Buy |
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