Beacon Wealthcare LLC’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 | $380K | Buy |
612
+9
| +1% | +$5.59K | 0.14% | 17 |
|
|
2025
Q1 | $339K | Hold |
603
| – | – | 0.14% | 16 |
|
|
2024
Q4 | $355K | Sell |
603
-35
| -5% | -$20.6K | 0.14% | 16 |
|
|
2024
Q3 | $368K | Buy |
638
+35
| +6% | +$20.2K | 0.15% | 19 |
|
|
2024
Q2 | $330K | Hold |
603
| – | – | 0.14% | 17 |
|
|
2024
Q1 | $317K | Buy |
603
+48
| +9% | +$25.2K | 0.14% | 17 |
|
|
2023
Q4 | $265K | Hold |
555
| – | – | 0.13% | 16 |
|
|
2023
Q3 | $238K | Hold |
555
| – | – | 0.13% | 15 |
|
|
2023
Q2 | $247K | Hold |
555
| – | – | 0.13% | 14 |
|
|
2023
Q1 | $228K | Hold |
555
| – | – | 0.12% | 13 |
|
|
2022
Q4 | $213K | Sell |
555
-65
| -10% | -$25K | 0.12% | 14 |
|
|
2022
Q3 | $222K | Hold |
620
| – | – | 0.13% | 11 |
|
|
2022
Q2 | $235K | Hold |
620
| – | – | 0.13% | 11 |
|
|
2022
Q1 | $281K | Hold |
620
| – | – | 0.14% | 11 |
|
|
2021
Q4 | $296K | Buy |
+620
| New | +$296K | 0.13% | 11 |
|