CPA
Clear Point Advisors’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 | $247K | Buy |
398
+1
| +0.3% | +$621 | 0.21% | 102 |
|
|
2025
Q1 | $223K | Buy |
397
+1
| +0.3% | +$562 | 0.2% | 102 |
|
|
2024
Q4 | $233K | Buy |
396
+1
| +0.3% | +$589 | 0.2% | 104 |
|
|
2024
Q3 | $228K | Buy |
395
+1
| +0.3% | +$577 | 0.18% | 104 |
|
|
2024
Q2 | $215K | Sell |
394
-117
| -23% | -$64K | 0.18% | 101 |
|
|
2024
Q1 | $269K | Buy |
511
+2
| +0.4% | +$1.05K | 0.22% | 92 |
|
|
2023
Q4 | $243K | Buy |
+509
| New | +$243K | 0.21% | 90 |
|