Cedar Point Capital Partners’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 | $280K | Hold |
451
| – | – | 0.2% | 54 |
|
|
2025
Q1 | $253K | Hold |
451
| – | – | 0.17% | 55 |
|
|
2024
Q4 | $265K | Hold |
451
| – | – | 0.18% | 54 |
|
|
2024
Q3 | $260K | Hold |
451
| – | – | 0.18% | 50 |
|
|
2024
Q2 | $247K | Hold |
451
| – | – | 0.18% | 46 |
|
|
2024
Q1 | $237K | Buy |
451
+30
| +7% | +$15.8K | 0.18% | 46 |
|
|
2023
Q4 | $201K | Buy |
+421
| New | +$201K | 0.17% | 49 |
|