CF
Clarity Financial’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 | $453K | Sell |
730
-1
| -0.1% | -$621 | 0.05% | 69 |
|
|
2025
Q1 | $411K | Sell |
731
-25
| -3% | -$14K | 0.05% | 72 |
|
|
2024
Q4 | $445K | Buy |
756
+26
| +4% | +$15.3K | 0.05% | 73 |
|
|
2024
Q3 | $421K | Sell |
730
-59
| -7% | -$34K | 0.05% | 89 |
|
|
2024
Q2 | $432K | Sell |
789
-1,511
| -66% | -$827K | 0.06% | 75 |
|
|
2024
Q1 | $1.21M | Buy |
+2,300
| New | +$1.21M | 0.18% | 48 |
|