Clarity Capital Advisors’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 | $3.04M | Buy |
4,897
+12
| +0.2% | +$7.45K | 1.77% | 17 |
|
|
2025
Q1 | $2.74M | Buy |
4,885
+13
| +0.3% | +$7.31K | 1.8% | 18 |
|
|
2024
Q4 | $2.87M | Buy |
4,872
+15
| +0.3% | +$8.83K | 1.92% | 17 |
|
|
2024
Q3 | $2.8M | Sell |
4,857
-29
| -0.6% | -$16.7K | 2.01% | 17 |
|
|
2024
Q2 | $2.67M | Buy |
4,886
+13
| +0.3% | +$7.11K | 2.07% | 17 |
|
|
2024
Q1 | $2.56M | Sell |
4,873
-35
| -0.7% | -$18.4K | 2.04% | 16 |
|
|
2023
Q4 | $2.34M | Buy |
+4,908
| New | +$2.34M | 2.03% | 17 |
|