Buttonwood 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 | $516K | Sell |
832
-5
| -0.6% | -$3.1K | 0.21% | 70 |
|
|
2025
Q1 | $470K | Hold |
837
| – | – | 0.21% | 71 |
|
|
2024
Q4 | $492K | Buy |
837
+7
| +0.8% | +$4.12K | 0.22% | 72 |
|
|
2024
Q3 | $478K | Buy |
830
+12
| +1% | +$6.92K | 0.21% | 74 |
|
|
2024
Q2 | $447K | Buy |
818
+66
| +9% | +$36.1K | 0.21% | 76 |
|
|
2024
Q1 | $395K | Sell |
752
-9
| -1% | -$4.73K | 0.19% | 80 |
|
|
2023
Q4 | $363K | Sell |
761
-14
| -2% | -$6.68K | 0.2% | 80 |
|
|
2023
Q3 | $333K | Buy |
+775
| New | +$333K | 0.21% | 81 |
|
|
2022
Q2 | – | Sell |
-441
| Closed | -$200K | – | 73 |
|
|
2022
Q1 | $200K | Sell |
441
-22
| -5% | -$9.98K | 0.18% | 67 |
|
|
2021
Q4 | $221K | Buy |
+463
| New | +$221K | 0.22% | 50 |
|