Elevate Wealth Advisory’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 | $185K | Buy |
298
+127
| +74% | +$78.9K | 0.13% | 79 |
|
|
2025
Q1 | $96.1K | Hold |
171
| – | – | 0.07% | 84 |
|
|
2024
Q4 | $101K | Hold |
171
| – | – | 0.08% | 75 |
|
|
2024
Q3 | $98.6K | Hold |
171
| – | – | 0.07% | 77 |
|
|
2024
Q2 | $93.6K | Hold |
171
| – | – | 0.08% | 71 |
|
|
2024
Q1 | $89.9K | Hold |
171
| – | – | 0.08% | 69 |
|
|
2023
Q4 | $81.7K | Buy |
+171
| New | +$81.7K | 0.07% | 71 |
|