Burkett Financial Services’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 | $22.8K | Hold |
37
| – | – | 0.01% | 123 |
|
|
2025
Q1 | $20.5K | Sell |
37
-26
| -41% | -$14.4K | 0.01% | 132 |
|
|
2024
Q4 | $37.4K | Hold |
63
| – | – | 0.02% | 100 |
|
|
2024
Q3 | $36.5K | Hold |
63
| – | – | 0.02% | 96 |
|
|
2024
Q2 | $34.5K | Hold |
63
| – | – | 0.02% | 95 |
|
|
2024
Q1 | $33K | Sell |
63
-2
| -3% | -$1.05K | 0.02% | 102 |
|
|
2023
Q4 | $31K | Buy |
+65
| New | +$31K | 0.02% | 100 |
|