Cypress Financial Planning’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 | $32.2M | Buy |
51,819
+1,544
| +3% | +$959K | 10.5% | 2 |
|
|
2025
Q1 | $28.2M | Sell |
50,275
-5,147
| -9% | -$2.89M | 10.08% | 2 |
|
|
2024
Q4 | $32.6M | Sell |
55,422
-970
| -2% | -$571K | 11.97% | 1 |
|
|
2024
Q3 | $32.5M | Sell |
56,392
-3,614
| -6% | -$2.08M | 12.03% | 2 |
|
|
2024
Q2 | $32.8M | Buy |
60,006
+963
| +2% | +$527K | 13.59% | 1 |
|
|
2024
Q1 | $31M | Buy |
59,043
+21,553
| +57% | +$11.3M | 14.2% | 2 |
|
|
2023
Q4 | $17.6M | Sell |
37,490
-21,694
| -37% | -$10.2M | 15.98% | 2 |
|
|
2023
Q3 | $25.4M | Sell |
59,184
-3,567
| -6% | -$1.53M | 14.52% | 2 |
|
|
2023
Q2 | $28M | Buy |
62,751
+60
| +0.1% | +$26.8K | 15.86% | 2 |
|
|
2023
Q1 | $25.9M | Buy |
62,691
+3,041
| +5% | +$1.25M | 15.75% | 2 |
|
|
2022
Q4 | $22.8M | Buy |
59,650
+642
| +1% | +$246K | 15.24% | 2 |
|
|
2022
Q3 | $21.2M | Buy |
59,008
+3,767
| +7% | +$1.35M | 15.02% | 2 |
|
|
2022
Q2 | $20.9M | Buy |
+55,241
| New | +$20.9M | 14.35% | 2 |
|