BMD
Better Money Decisions’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
1,741
-3
| -0.2% | -$1.86K | 0.66% | 30 |
|
|
2025
Q1 | $980K | Buy |
1,744
+117
| +7% | +$65.7K | 0.65% | 31 |
|
|
2024
Q4 | $958K | Sell |
1,627
-12
| -0.7% | -$7.06K | 0.66% | 30 |
|
|
2024
Q3 | $946K | Sell |
1,639
-213
| -12% | -$123K | 0.67% | 29 |
|
|
2024
Q2 | $1.01M | Buy |
1,852
+22
| +1% | +$12K | 0.76% | 27 |
|
|
2024
Q1 | $962K | Buy |
1,830
+641
| +54% | +$337K | 0.76% | 27 |
|
|
2023
Q4 | $568K | Buy |
1,189
+4
| +0.3% | +$1.91K | 0.47% | 32 |
|
|
2023
Q3 | $509K | Buy |
1,185
+4
| +0.3% | +$1.72K | 0.45% | 32 |
|
|
2023
Q2 | $526K | Sell |
1,181
-6
| -0.5% | -$2.67K | 0.43% | 35 |
|
|
2023
Q1 | $488K | Buy |
1,187
+93
| +9% | +$38.2K | 0.41% | 36 |
|
|
2022
Q4 | $420K | Sell |
1,094
-298
| -21% | -$115K | 0.36% | 42 |
|
|
2022
Q3 | $499K | Buy |
1,392
+6
| +0.4% | +$2.15K | 0.49% | 34 |
|
|
2022
Q2 | $526K | Buy |
1,386
+192
| +16% | +$72.9K | 0.45% | 35 |
|
|
2022
Q1 | $542K | Sell |
1,194
-1
| -0.1% | -$454 | 0.51% | 36 |
|
|
2021
Q4 | $570K | Sell |
1,195
-138
| -10% | -$65.8K | 0.48% | 36 |
|
|
2021
Q3 | $574K | Buy |
1,333
+327
| +33% | +$141K | 0.47% | 36 |
|
|
2021
Q2 | $433K | Buy |
1,006
+2
| +0.2% | +$861 | 0.39% | 40 |
|
|
2021
Q1 | $399K | Buy |
+1,004
| New | +$399K | 0.41% | 34 |
|