CIC Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.01M | Buy |
6,960
+16
| +0.2% | +$9.23K | 1.04% | 23 |
|
|
2024
Q2 | $3.8M | Buy |
6,944
+23
| +0.3% | +$12.6K | 1.05% | 23 |
|
|
2024
Q1 | $3.64M | Buy |
6,921
+34
| +0.5% | +$17.9K | 1.06% | 23 |
|
|
2023
Q4 | $3.29M | Buy |
6,887
+32
| +0.5% | +$15.3K | 1.04% | 25 |
|
|
2023
Q3 | $2.94M | Buy |
6,855
+14
| +0.2% | +$6.01K | 1.06% | 26 |
|
|
2023
Q2 | $3.05M | Buy |
6,841
+16
| +0.2% | +$7.13K | 1.05% | 25 |
|
|
2023
Q1 | $2.81M | Buy |
6,825
+25
| +0.4% | +$10.3K | 1.06% | 22 |
|
|
2022
Q4 | $2.61M | Buy |
+6,800
| New | +$2.61M | 1.08% | 25 |
|