ABLE Financial Group’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 | $1.54M | Buy |
2,477
+116
| +5% | +$72K | 0.37% | 60 |
|
|
2025
Q1 | $1.33M | Buy |
2,361
+212
| +10% | +$119K | 0.37% | 51 |
|
|
2024
Q4 | $1.27M | Sell |
2,149
-213
| -9% | -$125K | 0.37% | 54 |
|
|
2024
Q3 | $1.36M | Buy |
2,362
+104
| +5% | +$60K | 0.42% | 44 |
|
|
2024
Q2 | $1.24M | Buy |
2,258
+494
| +28% | +$270K | 0.45% | 41 |
|
|
2024
Q1 | $927K | Sell |
1,764
-258
| -13% | -$136K | 0.36% | 55 |
|
|
2023
Q4 | $966K | Buy |
2,022
+46
| +2% | +$22K | 0.42% | 47 |
|
|
2023
Q3 | $849K | Sell |
1,976
-429
| -18% | -$184K | 0.42% | 41 |
|
|
2023
Q2 | $1.07M | Sell |
2,405
-1,259
| -34% | -$561K | 0.55% | 39 |
|
|
2023
Q1 | $1.51M | Buy |
+3,664
| New | +$1.51M | 0.98% | 24 |
|