Bill Few Associates’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 | $1.18M | Buy |
1,893
+66
| +4% | +$41K | 0.33% | 67 |
|
|
2025
Q1 | $1.03M | Sell |
1,827
-23
| -1% | -$12.9K | 0.37% | 65 |
|
|
2024
Q4 | $1.09M | Sell |
1,850
-50
| -3% | -$29.4K | 0.38% | 65 |
|
|
2024
Q3 | $1.1M | Sell |
1,900
-179
| -9% | -$103K | 0.39% | 62 |
|
|
2024
Q2 | $1.14M | Buy |
2,079
+167
| +9% | +$91.4K | 0.44% | 56 |
|
|
2024
Q1 | $1.01M | Sell |
1,912
-94
| -5% | -$49.4K | 0.41% | 60 |
|
|
2023
Q4 | $958K | Buy |
2,006
+1,278
| +176% | +$610K | 0.44% | 58 |
|
|
2023
Q3 | $313K | Sell |
728
-45
| -6% | -$19.3K | 0.16% | 103 |
|
|
2023
Q2 | $345K | Hold |
773
| – | – | 0.18% | 96 |
|
|
2023
Q1 | $318K | Buy |
773
+25
| +3% | +$10.3K | 0.18% | 103 |
|
|
2022
Q4 | $287K | Buy |
748
+60
| +9% | +$23.1K | 0.17% | 100 |
|
|
2022
Q3 | $246K | Sell |
688
-12
| -2% | -$4.29K | 0.17% | 99 |
|
|
2022
Q2 | $265K | Sell |
700
-221
| -24% | -$83.7K | 0.17% | 98 |
|
|
2022
Q1 | $418K | Buy |
921
+65
| +8% | +$29.5K | 0.23% | 80 |
|
|
2021
Q4 | $409K | Buy |
+856
| New | +$409K | 0.21% | 80 |
|