Accretive Wealth 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 | $1.26M | Hold |
2,031
| – | – | 0.41% | 76 |
|
|
2025
Q1 | $1.14M | Buy |
2,031
+131
| +7% | +$73.6K | 0.4% | 77 |
|
|
2024
Q4 | $1.12M | Sell |
1,900
-54
| -3% | -$31.8K | 0.47% | 73 |
|
|
2024
Q3 | $1.13M | Buy |
1,954
+72
| +4% | +$41.5K | 0.47% | 73 |
|
|
2024
Q2 | $1.03M | Buy |
1,882
+2
| +0.1% | +$1.1K | 0.43% | 73 |
|
|
2024
Q1 | $966K | Buy |
1,880
+356
| +23% | +$183K | 0.43% | 76 |
|
|
2023
Q4 | $728K | Buy |
1,524
+64
| +4% | +$30.6K | 0.35% | 94 |
|
|
2023
Q3 | $627K | Buy |
+1,460
| New | +$627K | 0.37% | 84 |
|