DiNuzzo Private Wealth’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 | $482K | Sell |
776
-5
| -0.6% | -$3.11K | 0.06% | 55 |
|
|
2025
Q1 | $439K | Hold |
781
| – | – | 0.06% | 54 |
|
|
2024
Q4 | $460K | Hold |
781
| – | – | 0.06% | 52 |
|
|
2024
Q3 | $450K | Sell |
781
-26
| -3% | -$15K | 0.06% | 54 |
|
|
2024
Q2 | $442K | Hold |
807
| – | – | 0.06% | 37 |
|
|
2024
Q1 | $424K | Hold |
807
| – | – | 0.06% | 38 |
|
|
2023
Q4 | $385K | Buy |
+807
| New | +$385K | 0.05% | 40 |
|