Boyd Wealth Management’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 | $10M | Sell |
16,172
-346
| -2% | -$215K | 4.35% | 8 |
|
|
2025
Q1 | $9.28M | Sell |
16,518
-20
| -0.1% | -$11.2K | 4.63% | 7 |
|
|
2024
Q4 | $9.74M | Buy |
16,538
+17
| +0.1% | +$10K | 4.8% | 9 |
|
|
2024
Q3 | $9.53M | Sell |
16,521
-50
| -0.3% | -$28.8K | 4.83% | 7 |
|
|
2024
Q2 | $9.07M | Sell |
16,571
-263
| -2% | -$144K | 5% | 7 |
|
|
2024
Q1 | $8.85M | Sell |
16,834
-158
| -0.9% | -$83.1K | 5.05% | 6 |
|
|
2023
Q4 | $8.12M | Sell |
16,992
-154
| -0.9% | -$73.6K | 5.05% | 9 |
|
|
2023
Q3 | $7.36M | Buy |
17,146
+116
| +0.7% | +$49.8K | 4.95% | 6 |
|
|
2023
Q2 | $7.59M | Hold |
17,030
| – | – | 4.61% | 7 |
|
|
2023
Q1 | $7M | Buy |
17,030
+782
| +5% | +$321K | 4.86% | 10 |
|
|
2022
Q4 | $6.24M | Sell |
16,248
-1,391
| -8% | -$534K | 4.58% | 8 |
|
|
2022
Q3 | $6.33M | Sell |
17,639
-263
| -1% | -$94.3K | 5.06% | 7 |
|
|
2022
Q2 | $6.79M | Sell |
17,902
-2,728
| -13% | -$1.03M | 5.54% | 8 |
|
|
2022
Q1 | $9.36M | Sell |
20,630
-1,485
| -7% | -$674K | 7% | 5 |
|
|
2021
Q4 | $10.5M | Buy |
+22,115
| New | +$10.5M | 7.66% | 4 |
|