Comprehensive Financial Consultants Institutional’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 | $1.28M | Sell |
2,065
-26
| -1% | -$16.1K | 0.42% | 78 |
|
|
2025
Q1 | $1.17M | Sell |
2,091
-26
| -1% | -$14.6K | 0.42% | 81 |
|
|
2024
Q4 | $1.25M | Sell |
2,117
-38
| -2% | -$22.4K | 0.45% | 78 |
|
|
2024
Q3 | $1.24M | Hold |
2,155
| – | – | 0.45% | 76 |
|
|
2024
Q2 | $1.18M | Hold |
2,155
| – | – | 0.46% | 79 |
|
|
2024
Q1 | $1.13M | Hold |
2,155
| – | – | 0.47% | 76 |
|
|
2023
Q4 | $1.03M | Hold |
2,155
| – | – | 0.48% | 80 |
|
|
2023
Q3 | $925K | Sell |
2,155
-48
| -2% | -$20.6K | 0.49% | 80 |
|
|
2023
Q2 | $999K | Buy |
2,203
+54
| +3% | +$24.5K | 0.53% | 72 |
|
|
2023
Q1 | $883K | Hold |
2,149
| – | – | 0.5% | 80 |
|
|
2022
Q4 | $857K | Buy |
2,149
+83
| +4% | +$33.1K | 0.52% | 76 |
|
|
2022
Q3 | $760K | Sell |
2,066
-68
| -3% | -$25K | 0.5% | 77 |
|
|
2022
Q2 | $816K | Sell |
2,134
-37
| -2% | -$14.1K | 0.58% | 70 |
|
|
2022
Q1 | $897K | Sell |
2,171
-89
| -4% | -$36.8K | 0.62% | 62 |
|
|
2021
Q4 | $993K | Buy |
+2,260
| New | +$993K | 0.64% | 51 |
|