Wooster Corthell Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Wooster Corthell Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.3M	Sell
2025 Q1	$5.02M	Sell
2024 Q4	$5.38M	Sell
2024 Q3	$5.34M	Sell
2024 Q2	$5.35M	Sell
2024 Q1	$5.41M	Sell
2023 Q4	$5.04M	Sell
2023 Q3	$6.15M	Sell
2023 Q2	$6.98M	Sell
2023 Q1	$6.57M	Sell
2022 Q4	$6.3M	Sell
2022 Q3	$5.93M	Sell
2022 Q2	$6.33M	Sell
2022 Q1	$7.7M	Sell
2021 Q4	$8.18M	Sell
2021 Q3	$7.56M	Sell
2021 Q2	$7.75M	Sell
2021 Q1	$8.79M	Sell
2020 Q4	$8.46M	Sell
2020 Q3	$7.82M	Sell
2020 Q2	$7.52M	Sell
2020 Q1	$7.38M	Buy
2019 Q4	$2.6M	Sell
2019 Q3	$2.43M	Sell
2019 Q2	$2.45M	Sell
2019 Q1	$2.38M	Sell
2018 Q4	$2.33M	Sell
2018 Q3	$2.71M	Hold
2018 Q2	$2.53M	Sell
2018 Q1	$2.53M	Sell
2017 Q4	$2.82M	Sell
2017 Q3	$2.76M	Sell
2017 Q2	$2.73M	Sell
2017 Q1	$2.69M	Sell
2016 Q4	$2.59M	Sell
2016 Q3	$2.55M	Sell
2016 Q2	$2.48M	Sell
2016 Q1	$2.49M	Sell
2015 Q4	$2.92M	Sell
2015 Q3	$2.77M	Sell
2015 Q2	$3.19M	Sell
2015 Q1	$3.37M	Sell
2014 Q4	$3.52M	Sell
2014 Q3	$3.37M	Hold
2014 Q2	$3.35M	Sell
2014 Q1	$3.23M	Hold
2013 Q4	$3.19M	Sell
2013 Q3	$2.91M	Sell
2013 Q2	$3.17M	Buy