CFO4Life Group’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 | $1.08M | Hold |
1,738
| – | – | 0.17% | 68 |
|
|
2025
Q1 | $976K | Buy |
1,738
+44
| +3% | +$24.7K | 0.16% | 76 |
|
|
2024
Q4 | $998K | Sell |
1,694
-13
| -0.8% | -$7.66K | 0.18% | 67 |
|
|
2024
Q3 | $985K | Buy |
1,707
+744
| +77% | +$429K | 0.17% | 70 |
|
|
2024
Q2 | $527K | Buy |
963
+102
| +12% | +$55.8K | 0.1% | 108 |
|
|
2024
Q1 | $453K | Buy |
861
+261
| +44% | +$137K | 0.08% | 120 |
|
|
2023
Q4 | $287K | Buy |
600
+23
| +4% | +$11K | 0.05% | 143 |
|
|
2023
Q3 | $248K | Sell |
577
-71
| -11% | -$30.5K | 0.06% | 134 |
|
|
2023
Q2 | $289K | Buy |
648
+72
| +13% | +$32.1K | 0.06% | 135 |
|
|
2023
Q1 | $237K | Buy |
+576
| New | +$237K | 0.05% | 142 |
|
|
2017
Q3 | – | Sell |
-842
| Closed | -$205K | – | 106 |
|
|
2017
Q2 | $205K | Sell |
842
-1,794
| -68% | -$437K | 0.19% | 84 |
|
|
2017
Q1 | $625K | Buy |
+2,636
| New | +$625K | 0.57% | 29 |
|