Dechtman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $113M | Sell |
192,613
-1,283
| -0.7% | -$755K | 21.91% | 1 |
|
|
2024
Q3 | $112M | Sell |
193,896
-809
| -0.4% | -$467K | 22.89% | 1 |
|
|
2024
Q2 | $107M | Buy |
194,705
+4,073
| +2% | +$2.23M | 23.81% | 1 |
|
|
2024
Q1 | $100M | Buy |
190,632
+815
| +0.4% | +$428K | 23.38% | 1 |
|
|
2023
Q4 | $90.7M | Buy |
189,817
+2,055
| +1% | +$982K | 23.84% | 1 |
|
|
2023
Q3 | $80.6M | Sell |
187,762
-1,281
| -0.7% | -$550K | 23.88% | 1 |
|
|
2023
Q2 | $84.3M | Buy |
+189,043
| New | +$84.3M | 25.09% | 1 |
|