4FG
4Thought Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
35,828
+21,626
| +152% | +$13.4M | 11.82% | 2 |
|
|
2025
Q1 | $7.98M | Sell |
14,202
-4,845
| -25% | -$2.72M | 4.93% | 4 |
|
|
2024
Q4 | $11.2M | Sell |
19,047
-3,918
| -17% | -$2.31M | 6.96% | 2 |
|
|
2024
Q3 | $13.2M | Sell |
22,965
-4,211
| -15% | -$2.43M | 8.17% | 2 |
|
|
2024
Q2 | $14.9M | Sell |
27,176
-3,265
| -11% | -$1.79M | 9.24% | 2 |
|
|
2024
Q1 | $16M | Buy |
30,441
+13,391
| +79% | +$7.04M | 10.53% | 2 |
|
|
2023
Q4 | $8.14M | Sell |
17,050
-17,083
| -50% | -$8.16M | 5.89% | 2 |
|
|
2023
Q3 | $14.7M | Buy |
34,133
+1,821
| +6% | +$782K | 11.79% | 2 |
|
|
2023
Q2 | $14.4M | Buy |
32,312
+3,015
| +10% | +$1.34M | 11.49% | 2 |
|
|
2023
Q1 | $12M | Buy |
29,297
+2,206
| +8% | +$907K | 9.96% | 2 |
|
|
2022
Q4 | $10.4M | Buy |
27,091
+1,013
| +4% | +$389K | 9.38% | 2 |
|
|
2022
Q3 | $9.35M | Buy |
26,078
+808
| +3% | +$290K | 9.2% | 2 |
|
|
2022
Q2 | $9.58M | Buy |
25,270
+13,712
| +119% | +$5.2M | 8.99% | 2 |
|
|
2022
Q1 | $5.24M | Sell |
11,558
-1,743
| -13% | -$791K | 4.65% | 3 |
|
|
2021
Q4 | $6.34M | Sell |
13,301
-1,489
| -10% | -$710K | 5.12% | 3 |
|
|
2021
Q3 | $6.37M | Sell |
14,790
-4,107
| -22% | -$1.77M | 5.53% | 3 |
|
|
2021
Q2 | $8.12M | Sell |
18,897
-2,634
| -12% | -$1.13M | 7.33% | 2 |
|
|
2021
Q1 | $8.57M | Buy |
+21,531
| New | +$8.57M | 8.26% | 2 |
|