DDFG Inc’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 | $982K | Buy |
1,581
+1
| +0.1% | +$621 | 0.25% | 37 |
|
|
2025
Q1 | $888K | Buy |
1,580
+97
| +7% | +$54.5K | 0.25% | 39 |
|
|
2024
Q4 | $873K | Buy |
1,483
+2
| +0.1% | +$1.18K | 0.25% | 37 |
|
|
2024
Q3 | $854K | Buy |
1,481
+52
| +4% | +$30K | 0.24% | 38 |
|
|
2024
Q2 | $782K | Buy |
1,429
+2
| +0.1% | +$1.09K | 0.24% | 36 |
|
|
2024
Q1 | $750K | Buy |
1,427
+120
| +9% | +$63.1K | 0.24% | 35 |
|
|
2023
Q4 | $624K | Sell |
1,307
-132
| -9% | -$63K | 0.21% | 39 |
|
|
2023
Q3 | $618K | Sell |
1,439
-19
| -1% | -$8.16K | 0.23% | 37 |
|
|
2023
Q2 | $650K | Buy |
1,458
+2
| +0.1% | +$891 | 0.24% | 34 |
|
|
2023
Q1 | $598K | Buy |
1,456
+2
| +0.1% | +$822 | 0.23% | 35 |
|
|
2022
Q4 | $558K | Buy |
+1,454
| New | +$558K | 0.23% | 39 |
|