BFG
Bouchey Financial Group’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 | $868K | Sell |
1,397
-1
| -0.1% | -$621 | 0.07% | 55 |
|
|
2025
Q1 | $786K | Buy |
1,398
+8
| +0.6% | +$4.5K | 0.07% | 52 |
|
|
2024
Q4 | $818K | Sell |
1,390
-337
| -20% | -$198K | 0.07% | 50 |
|
|
2024
Q3 | $996K | Sell |
1,727
-41
| -2% | -$23.7K | 0.09% | 51 |
|
|
2024
Q2 | $967K | Buy |
1,768
+29
| +2% | +$15.9K | 0.09% | 48 |
|
|
2024
Q1 | $914K | Sell |
1,739
-39
| -2% | -$20.5K | 0.09% | 49 |
|
|
2023
Q4 | $849K | Buy |
1,778
+139
| +8% | +$66.4K | 0.09% | 48 |
|
|
2023
Q3 | $705K | Buy |
1,639
+344
| +27% | +$148K | 0.09% | 49 |
|
|
2023
Q2 | $577K | Sell |
1,295
-75
| -5% | -$33.4K | 0.07% | 53 |
|
|
2023
Q1 | $563K | Buy |
1,370
+216
| +19% | +$88.8K | 0.07% | 52 |
|
|
2022
Q4 | $443K | Buy |
1,154
+1
| +0.1% | +$384 | 0.06% | 58 |
|
|
2022
Q3 | $414K | Sell |
1,153
-15
| -1% | -$5.39K | 0.06% | 59 |
|
|
2022
Q2 | $443K | Hold |
1,168
| – | – | 0.07% | 56 |
|
|
2022
Q1 | $530K | Sell |
1,168
-15
| -1% | -$6.81K | 0.07% | 51 |
|
|
2021
Q4 | $564K | Buy |
1,183
+13
| +1% | +$6.2K | 0.08% | 53 |
|
|
2021
Q3 | $504K | Buy |
1,170
+10
| +0.9% | +$4.31K | 0.07% | 53 |
|
|
2021
Q2 | $499K | Hold |
1,160
| – | – | 0.08% | 45 |
|
|
2021
Q1 | $461K | Buy |
1,160
+181
| +18% | +$71.9K | 0.07% | 48 |
|
|
2020
Q4 | $368K | Buy |
+979
| New | +$368K | 0.06% | 53 |
|