Christensen King & Associates Investment Services’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 | $1.63M | Buy |
2,633
+93
| +4% | +$57.7K | 0.75% | 28 |
|
|
2025
Q1 | $1.47M | Buy |
2,540
+410
| +19% | +$237K | 0.7% | 28 |
|
|
2024
Q4 | $1.29M | Sell |
2,130
-17
| -0.8% | -$10.3K | 0.6% | 29 |
|
|
2024
Q3 | $1.24M | Buy |
2,147
+1
| +0% | +$577 | 0.58% | 30 |
|
|
2024
Q2 | $1.17M | Buy |
2,146
+4
| +0.2% | +$2.19K | 0.58% | 30 |
|
|
2024
Q1 | $1.13M | Sell |
2,142
-77
| -3% | -$40.5K | 0.56% | 32 |
|
|
2023
Q4 | $1.06M | Buy |
+2,219
| New | +$1.06M | 0.57% | 32 |
|