Angeles Wealth 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 | $2.11M | Sell |
3,399
-435
| -11% | -$270K | 0.14% | 55 |
|
|
2025
Q1 | $2.15M | Buy |
3,834
+1
| +0% | +$562 | 0.18% | 52 |
|
|
2024
Q4 | $2.26M | Sell |
3,833
-20
| -0.5% | -$11.8K | 0.19% | 48 |
|
|
2024
Q3 | $2.22M | Sell |
3,853
-71
| -2% | -$41K | 0.19% | 49 |
|
|
2024
Q2 | $2.15M | Sell |
3,924
-860
| -18% | -$471K | 0.2% | 46 |
|
|
2024
Q1 | $2.52M | Sell |
4,784
-315
| -6% | -$166K | 0.25% | 38 |
|
|
2023
Q4 | $2.44M | Sell |
5,099
-97
| -2% | -$46.3K | 0.3% | 33 |
|
|
2023
Q3 | $2.23M | Buy |
5,196
+665
| +15% | +$286K | 0.32% | 33 |
|
|
2023
Q2 | $2.02M | Sell |
4,531
-62
| -1% | -$27.6K | 0.28% | 39 |
|
|
2023
Q1 | $1.89M | Buy |
4,593
+511
| +13% | +$210K | 0.28% | 40 |
|
|
2022
Q4 | $1.57M | Buy |
4,082
+149
| +4% | +$57.2K | 0.27% | 46 |
|
|
2022
Q3 | $1.41M | Hold |
3,933
| – | – | 0.28% | 45 |
|
|
2022
Q2 | $1.49M | Buy |
3,933
+883
| +29% | +$335K | 0.3% | 43 |
|
|
2022
Q1 | $1.38M | Buy |
+3,050
| New | +$1.38M | 0.26% | 52 |
|