WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $3.92M | Sell |
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|
2024
Q1 | $3.82M | Buy |
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|
2023
Q4 | $3.43M | Sell |
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $3.46M | Buy |
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|
2023
Q1 | $3.13M | Buy |
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|
2022
Q4 | $2.92M | Buy |
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|
2022
Q3 | $2.68M | Buy |
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|
2022
Q2 | $2.82M | Sell |
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|
2022
Q1 | $3.39M | Buy |
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