Clarity Wealth 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 | $2.02M | Buy |
3,253
+49
| +2% | +$30.4K | 0.5% | 36 |
|
|
2025
Q1 | $1.8M | Buy |
3,204
+31
| +1% | +$17.4K | 0.5% | 36 |
|
|
2024
Q4 | $1.87M | Buy |
3,173
+195
| +7% | +$115K | 0.51% | 36 |
|
|
2024
Q3 | $1.72M | Buy |
2,978
+264
| +10% | +$152K | 0.5% | 36 |
|
|
2024
Q2 | $1.49M | Sell |
2,714
-3
| -0.1% | -$1.64K | 0.48% | 37 |
|
|
2024
Q1 | $1.43M | Sell |
2,717
-2
| -0.1% | -$1.05K | 0.48% | 37 |
|
|
2023
Q4 | $1.3M | Buy |
2,719
+23
| +0.9% | +$11K | 0.49% | 37 |
|
|
2023
Q3 | $1.16M | Buy |
2,696
+313
| +13% | +$134K | 0.53% | 34 |
|
|
2023
Q2 | $1.06M | Sell |
2,383
-14
| -0.6% | -$6.24K | 0.48% | 34 |
|
|
2023
Q1 | $985K | Buy |
2,397
+35
| +1% | +$14.4K | 0.5% | 34 |
|
|
2022
Q4 | $907K | Sell |
2,362
-30
| -1% | -$11.5K | 0.52% | 32 |
|
|
2022
Q3 | $858K | Buy |
2,392
+3
| +0.1% | +$1.08K | 0.52% | 32 |
|
|
2022
Q2 | $905K | Buy |
2,389
+33
| +1% | +$12.5K | 0.52% | 33 |
|
|
2022
Q1 | $1.07M | Sell |
2,356
-9
| -0.4% | -$4.08K | 0.51% | 32 |
|
|
2021
Q4 | $1.13M | Sell |
2,365
-11
| -0.5% | -$5.25K | 0.52% | 33 |
|
|
2021
Q3 | $1.02M | Buy |
2,376
+460
| +24% | +$198K | 0.5% | 35 |
|
|
2021
Q2 | $823K | Buy |
1,916
+9
| +0.5% | +$3.87K | 0.43% | 36 |
|
|
2021
Q1 | $758K | Sell |
1,907
-29
| -1% | -$11.5K | 0.43% | 37 |
|
|
2020
Q4 | $726K | Sell |
1,936
-66
| -3% | -$24.8K | 0.44% | 40 |
|
|
2020
Q3 | $672K | Buy |
2,002
+78
| +4% | +$26.2K | 0.48% | 39 |
|
|
2020
Q2 | $595K | Buy |
1,924
+215
| +13% | +$66.5K | 0.47% | 42 |
|
|
2020
Q1 | $441K | Buy |
1,709
+126
| +8% | +$32.5K | 0.46% | 39 |
|
|
2019
Q4 | $511K | Buy |
+1,583
| New | +$511K | 0.43% | 37 |
|