Dunhill 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 | $3.36M | Buy |
5,414
+3,705
| +217% | +$2.3M | 0.97% | 18 |
|
|
2025
Q1 | $960K | Buy |
1,709
+926
| +118% | +$520K | 0.44% | 35 |
|
|
2024
Q4 | $461K | Buy |
783
+406
| +108% | +$239K | 0.21% | 41 |
|
|
2024
Q3 | $217K | Buy |
377
+134
| +55% | +$77.3K | 0.11% | 76 |
|
|
2024
Q2 | $133K | Buy |
243
+74
| +44% | +$40.5K | 0.08% | 91 |
|
|
2024
Q1 | $88.8K | Buy |
169
+153
| +956% | +$80.3K | 0.07% | 84 |
|
|
2023
Q4 | $7.79K | Buy |
+16
| New | +$7.79K | 0.01% | 240 |
|