DecisionPoint Financial’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 | $167K | Sell |
269
-104
| -28% | -$64.5K | 0.04% | 48 |
|
|
2025
Q1 | $209K | Hold |
373
| – | – | 0.06% | 39 |
|
|
2024
Q4 | $219K | Buy |
373
+105
| +39% | +$61.7K | 0.07% | 38 |
|
|
2024
Q3 | $155K | Hold |
268
| – | – | 0.05% | 42 |
|
|
2024
Q2 | $149K | Buy |
268
+55
| +26% | +$30.5K | 0.05% | 42 |
|
|
2024
Q1 | $109K | Sell |
213
-12
| -5% | -$6.13K | 0.04% | 49 |
|
|
2023
Q4 | $107K | Hold |
225
| – | – | 0.05% | 44 |
|
|
2023
Q3 | $96.6K | Hold |
225
| – | – | 0.05% | 37 |
|
|
2023
Q2 | $100K | Hold |
225
| – | – | 0.05% | 38 |
|
|
2023
Q1 | $92.5K | Hold |
225
| – | – | 0.05% | 38 |
|
|
2022
Q4 | $86.4K | Buy |
+225
| New | +$86.4K | 0.05% | 37 |
|