49 Wealth Management’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 | $4.74M | Sell |
7,640
-348
| -4% | -$216K | 0.51% | 27 |
|
|
2025
Q1 | $4.49M | Buy |
7,988
+57
| +0.7% | +$32K | 0.54% | 30 |
|
|
2024
Q4 | $4.67M | Sell |
7,931
-276
| -3% | -$162K | 0.67% | 27 |
|
|
2024
Q3 | $4.73M | Sell |
8,207
-93
| -1% | -$53.6K | 0.77% | 23 |
|
|
2024
Q2 | $4.55M | Sell |
8,300
-67
| -0.8% | -$36.7K | 0.9% | 33 |
|
|
2024
Q1 | $4.39M | Sell |
8,367
-587
| -7% | -$308K | 0.94% | 22 |
|
|
2023
Q4 | $4.28M | Buy |
+8,954
| New | +$4.28M | 1.1% | 23 |
|