Destiny Capital’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 | $22.3M | Buy |
35,977
+2,615
| +8% | +$1.62M | 13.47% | 2 |
|
|
2025
Q1 | $18.7M | Buy |
33,362
+2,488
| +8% | +$1.4M | 12.78% | 2 |
|
|
2024
Q4 | $18.2M | Buy |
30,874
+634
| +2% | +$373K | 11.03% | 2 |
|
|
2024
Q3 | $17.3M | Buy |
30,240
+3,233
| +12% | +$1.85M | 10.73% | 2 |
|
|
2024
Q2 | $14.8M | Buy |
27,007
+71
| +0.3% | +$38.9K | 10.1% | 2 |
|
|
2024
Q1 | $14.2M | Buy |
26,936
+594
| +2% | +$312K | 9.87% | 3 |
|
|
2023
Q4 | $12.6M | Buy |
+26,342
| New | +$12.6M | 8.78% | 3 |
|
|
2023
Q2 | $10.2M | Buy |
22,833
+1,824
| +9% | +$813K | 7.93% | 5 |
|
|
2023
Q1 | $8.64M | Buy |
21,009
+947
| +5% | +$389K | 7.03% | 5 |
|
|
2022
Q4 | $8.21M | Buy |
+20,062
| New | +$8.21M | 6.75% | 5 |
|