Avid Wealth Partners’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 | $5.57M | Sell |
8,978
-7,473
| -45% | -$4.64M | 3.19% | 10 |
|
|
2025
Q1 | $9.24M | Sell |
16,451
-1,407
| -8% | -$791K | 6.27% | 5 |
|
|
2024
Q4 | $10.5M | Buy |
17,858
+3,956
| +28% | +$2.33M | 7.47% | 5 |
|
|
2024
Q3 | $8.02M | Buy |
13,902
+1,566
| +13% | +$903K | 5.68% | 7 |
|
|
2024
Q2 | $6.75M | Sell |
12,336
-9,610
| -44% | -$5.26M | 5.24% | 6 |
|
|
2024
Q1 | $11.5M | Buy |
21,946
+21,437
| +4,212% | +$11.3M | 9.27% | 2 |
|
|
2023
Q4 | $243K | Buy |
+509
| New | +$243K | 0.24% | 24 |
|