Dodds 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 | $989K | Sell |
1,592
-327
| -17% | -$203K | 0.27% | 25 |
|
|
2025
Q1 | $1.08M | Sell |
1,919
-76
| -4% | -$42.7K | 0.35% | 25 |
|
|
2024
Q4 | $1.22M | Buy |
1,995
+18
| +0.9% | +$11K | 0.39% | 24 |
|
|
2024
Q3 | $1.14M | Sell |
1,977
-54
| -3% | -$31.3K | 0.38% | 24 |
|
|
2024
Q2 | $1.14M | Sell |
2,031
-4
| -0.2% | -$2.24K | 0.44% | 23 |
|
|
2024
Q1 | $1.07M | Buy |
2,035
+14
| +0.7% | +$7.36K | 0.43% | 21 |
|
|
2023
Q4 | $965K | Buy |
+2,021
| New | +$965K | 0.49% | 24 |
|