Clark Financial Services Group’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 | $429K | Buy |
691
+4
| +0.6% | +$2.48K | 0.26% | 53 |
|
|
2025
Q1 | $386K | Sell |
687
-264
| -28% | -$148K | 0.27% | 49 |
|
|
2024
Q4 | $560K | Hold |
951
| – | – | 0.43% | 28 |
|
|
2024
Q3 | $549K | Buy |
951
+534
| +128% | +$308K | 0.5% | 18 |
|
|
2024
Q2 | $228K | Hold |
417
| – | – | 0.24% | 55 |
|
|
2024
Q1 | $219K | Buy |
+417
| New | +$219K | 0.26% | 55 |
|