Belmont Capital’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 | $310K | Hold |
500
| – | – | 0.05% | 102 |
|
|
2025
Q1 | $281K | Hold |
500
| – | – | 0.05% | 102 |
|
|
2024
Q4 | $294K | Hold |
500
| – | – | 0.05% | 68 |
|
|
2024
Q3 | $288K | Hold |
500
| – | – | 0.05% | 98 |
|
|
2024
Q2 | $274K | Hold |
500
| – | – | 0.05% | 112 |
|
|
2024
Q1 | $263K | Buy |
+500
| New | +$263K | 0.07% | 80 |
|