17 Capital Partners’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 | $1.69M | Buy |
2,719
+15
| +0.6% | +$9.31K | 0.97% | 19 |
|
2025
Q1 | $1.52M | Buy |
2,704
+143
| +6% | +$80.4K | 0.98% | 27 |
|
2024
Q4 | $1.51M | Sell |
2,561
-39
| -2% | -$23K | 0.95% | 26 |
|
2024
Q3 | $1.5M | Buy |
2,600
+116
| +5% | +$66.9K | 0.98% | 28 |
|
2024
Q2 | $1.36M | Buy |
2,484
+1,746
| +237% | +$955K | 0.97% | 29 |
|
2024
Q1 | $388K | Sell |
738
-687
| -48% | -$361K | 0.29% | 90 |
|
2023
Q4 | $681K | Buy |
+1,425
| New | +$681K | 0.63% | 60 |
|