Anfield Capital 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 | $181K | Hold |
292
| – | – | 0.06% | 84 |
|
|
2025
Q1 | $164K | Hold |
292
| – | – | 0.06% | 77 |
|
|
2024
Q4 | $172K | Buy |
292
+9
| +3% | +$5.3K | 0.06% | 75 |
|
|
2024
Q3 | $163K | Hold |
283
| – | – | 0.06% | 74 |
|
|
2024
Q2 | $155K | Buy |
283
+22
| +8% | +$12K | 0.08% | 65 |
|
|
2024
Q1 | $137K | Buy |
+261
| New | +$137K | 0.07% | 76 |
|
|
2020
Q1 | – | Sell |
-323
| Closed | -$108K | – | 248 |
|
|
2019
Q4 | $108K | Buy |
+323
| New | +$108K | 0.04% | 161 |
|