BIG
Builder Investment 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 | $2.44M | Buy |
3,934
+413
| +12% | +$256K | 0.6% | 33 |
|
|
2025
Q1 | $1.98M | Hold |
3,521
| – | – | 0.56% | 36 |
|
|
2024
Q4 | $2.07M | Sell |
3,521
-17
| -0.5% | -$10K | 0.56% | 36 |
|
|
2024
Q3 | $2.04M | Sell |
3,538
-160
| -4% | -$92.3K | 0.55% | 36 |
|
|
2024
Q2 | $2.02M | Sell |
3,698
-12
| -0.3% | -$6.57K | 0.55% | 35 |
|
|
2024
Q1 | $1.95M | Hold |
3,710
| – | – | 0.57% | 35 |
|
|
2023
Q4 | $1.77M | Hold |
3,710
| – | – | 0.64% | 33 |
|
|
2023
Q3 | $1.59M | Hold |
3,710
| – | – | 0.63% | 33 |
|
|
2023
Q2 | $1.65M | Hold |
3,710
| – | – | 0.65% | 32 |
|
|
2023
Q1 | $1.53M | Sell |
3,710
-600
| -14% | -$247K | 0.67% | 33 |
|
|
2022
Q4 | $1.66M | Buy |
+4,310
| New | +$1.66M | 0.79% | 30 |
|