Cambridge Financial Group (Arizona)’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 | $367K | Hold |
591
| – | – | 0.14% | 104 |
|
|
2025
Q1 | $332K | Hold |
591
| – | – | 0.14% | 104 |
|
|
2024
Q4 | $348K | Buy |
591
+8
| +1% | +$4.71K | 0.15% | 95 |
|
|
2024
Q3 | $336K | Hold |
583
| – | – | 0.14% | 98 |
|
|
2024
Q2 | $319K | Hold |
583
| – | – | 0.15% | 94 |
|
|
2024
Q1 | $306K | Hold |
583
| – | – | 0.15% | 94 |
|
|
2023
Q4 | $278K | Buy |
+583
| New | +$278K | 0.15% | 98 |
|