David Kennon’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 | $752K | Sell |
1,212
-23
| -2% | -$14.3K | 0.28% | 27 |
|
|
2025
Q1 | $694K | Buy |
1,235
+542
| +78% | +$305K | 0.28% | 28 |
|
|
2024
Q4 | $408K | Hold |
693
| – | – | 0.16% | 31 |
|
|
2024
Q3 | $400K | Hold |
693
| – | – | 0.16% | 32 |
|
|
2024
Q2 | $379K | Hold |
693
| – | – | 0.16% | 32 |
|
|
2024
Q1 | $364K | Buy |
693
+134
| +24% | +$70.4K | 0.16% | 32 |
|
|
2023
Q4 | $267K | Sell |
559
-145
| -21% | -$69.3K | 0.12% | 27 |
|
|
2023
Q3 | $302K | Hold |
704
| – | – | 0.14% | 26 |
|
|
2023
Q2 | $314K | Buy |
704
+128
| +22% | +$57.1K | 0.15% | 26 |
|
|
2023
Q1 | $237K | Buy |
+576
| New | +$237K | 0.12% | 29 |
|