AI
Atom Investors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,630
| Closed | -$7.29M | – | 564 |
|
|
2024
Q3 | $7.29M | Hold |
12,630
| – | – | 0.76% | 26 |
|
|
2024
Q2 | $6.91M | Hold |
12,630
| – | – | 0.69% | 32 |
|
|
2024
Q1 | $6.64M | Hold |
12,630
| – | – | 0.83% | 13 |
|
|
2023
Q4 | $6.03M | Hold |
12,630
| – | – | 1.07% | 10 |
|
|
2023
Q3 | $5.42M | Hold |
12,630
| – | – | 1.24% | 6 |
|
|
2023
Q2 | $5.63M | Buy |
+12,630
| New | +$5.63M | 2.14% | 6 |
|