Crumly & Associates’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 | – | Sell |
-465
| Closed | -$261K | – | 173 |
|
|
2025
Q1 | $261K | Buy |
465
+30
| +7% | +$16.9K | 0.07% | 140 |
|
|
2024
Q4 | $256K | Hold |
435
| – | – | 0.07% | 134 |
|
|
2024
Q3 | $251K | Buy |
+435
| New | +$251K | 0.07% | 133 |
|
|
2023
Q2 | – | Sell |
-969
| Closed | -$398K | – | 121 |
|
|
2023
Q1 | $398K | Buy |
+969
| New | +$398K | 0.17% | 81 |
|