CFAM
Center For Asset Management’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 | $426K | Sell |
721
-3
| -0.4% | -$1.77K | 0.26% | 76 |
|
|
2025
Q1 | $407K | Buy |
724
+3
| +0.4% | +$1.69K | 0.25% | 86 |
|
|
2024
Q4 | $425K | Sell |
721
-314
| -30% | -$185K | 0.27% | 74 |
|
|
2024
Q3 | $597K | Buy |
1,035
+4
| +0.4% | +$2.31K | 0.36% | 63 |
|
|
2024
Q2 | $564K | Buy |
1,031
+3
| +0.3% | +$1.64K | 0.37% | 59 |
|
|
2024
Q1 | $540K | Sell |
1,028
-206
| -17% | -$108K | 0.44% | 54 |
|
|
2023
Q4 | $590K | Buy |
1,234
+165
| +15% | +$78.8K | 0.54% | 41 |
|
|
2023
Q3 | $459K | Buy |
+1,069
| New | +$459K | 0.46% | 52 |
|