Cosner Financial 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 | $13.5M | Buy |
21,684
+842
| +4% | +$523K | 7.5% | 6 |
|
|
2025
Q1 | $11.7M | Buy |
20,842
+2,806
| +16% | +$1.58M | 7.16% | 7 |
|
|
2024
Q4 | $10.6M | Sell |
18,036
-2,859
| -14% | -$1.68M | 6.73% | 7 |
|
|
2024
Q3 | $12.1M | Sell |
20,895
-33
| -0.2% | -$19K | 7.77% | 6 |
|
|
2024
Q2 | $11.5M | Buy |
20,928
+1,386
| +7% | +$758K | 8.1% | 6 |
|
|
2024
Q1 | $10.3M | Buy |
+19,542
| New | +$10.3M | 7.36% | 7 |
|
|
2023
Q4 | – | Sell |
-17,015
| Closed | -$7.31M | – | 34 |
|
|
2023
Q3 | $7.31M | Buy |
17,015
+1,481
| +10% | +$636K | 6.44% | 8 |
|
|
2023
Q2 | $6.92M | Buy |
+15,534
| New | +$6.92M | 5.71% | 8 |
|