Ardent 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 | $1.22M | Hold |
1,966
| – | – | 0.59% | 17 |
|
|
2025
Q1 | $1.1M | Hold |
1,966
| – | – | 0.48% | 18 |
|
|
2024
Q4 | $1.16M | Hold |
1,966
| – | – | 0.53% | 17 |
|
|
2024
Q3 | $1.13M | Hold |
1,966
| – | – | 0.52% | 21 |
|
|
2024
Q2 | $1.08M | Hold |
1,966
| – | – | 0.53% | 21 |
|
|
2024
Q1 | $1.03M | Hold |
1,966
| – | – | 0.52% | 23 |
|
|
2023
Q4 | $939K | Hold |
1,966
| – | – | 0.49% | 24 |
|
|
2023
Q3 | $844K | Hold |
1,966
| – | – | 0.48% | 25 |
|
|
2023
Q2 | $876K | Hold |
1,966
| – | – | 0.54% | 17 |
|
|
2023
Q1 | $808K | Hold |
1,966
| – | – | 0.58% | 17 |
|
|
2022
Q4 | $755K | Buy |
+1,966
| New | +$755K | 0.59% | 14 |
|