Bright Financial Advisors’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 | $12.3M | Buy |
19,859
+100
| +0.5% | +$62.1K | 6.84% | 4 |
|
|
2025
Q1 | $11.1M | Sell |
19,759
-10
| -0.1% | -$5.62K | 6.82% | 4 |
|
|
2024
Q4 | $11.6M | Sell |
19,769
-816
| -4% | -$480K | 7.31% | 4 |
|
|
2024
Q3 | $11.9M | Buy |
20,585
+561
| +3% | +$324K | 7.55% | 4 |
|
|
2024
Q2 | $11M | Sell |
20,024
-3,193
| -14% | -$1.75M | 7.73% | 4 |
|
|
2024
Q1 | $10.7M | Buy |
+23,217
| New | +$10.7M | 7.97% | 4 |
|