AIFG Consultants’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 | $220K | Sell |
355
-267
| -43% | -$166K | 0.43% | 49 |
|
|
2025
Q1 | $350K | Hold |
622
| – | – | 0.58% | 41 |
|
|
2024
Q4 | $366K | Buy |
622
+2
| +0.3% | +$1.18K | 0.6% | 36 |
|
|
2024
Q3 | $358K | Sell |
620
-177
| -22% | -$102K | 0.27% | 38 |
|
|
2024
Q2 | $437K | Buy |
+797
| New | +$437K | 0.32% | 30 |
|
|
2023
Q3 | – | Sell |
-794
| Closed | -$354K | – | 38 |
|
|
2023
Q2 | $354K | Buy |
794
+1
| +0.1% | +$446 | 0.28% | 26 |
|
|
2023
Q1 | $326K | Buy |
793
+1
| +0.1% | +$411 | 0.28% | 30 |
|
|
2022
Q4 | $304K | Buy |
+792
| New | +$304K | 0.3% | 28 |
|