ECA
Elevated Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Hold |
5,581
| – | – | 0.88% | 28 |
|
|
2025
Q1 | $3.14M | Buy |
5,581
+97
| +2% | +$54.5K | 0.88% | 28 |
|
|
2024
Q4 | $3.23M | Sell |
5,484
-1,906
| -26% | -$1.12M | 0.88% | 25 |
|
|
2024
Q3 | $4.26M | Sell |
7,390
-1,530
| -17% | -$883K | 1.13% | 20 |
|
|
2024
Q2 | $4.88M | Buy |
8,920
+5,235
| +142% | +$2.86M | 1.37% | 17 |
|
|
2024
Q1 | $1.94M | Sell |
3,685
-73
| -2% | -$38.4K | 0.56% | 55 |
|
|
2023
Q4 | $1.8M | Buy |
3,758
+213
| +6% | +$102K | 0.56% | 57 |
|
|
2023
Q3 | $1.52M | Sell |
3,545
-2,358
| -40% | -$1.01M | 0.52% | 66 |
|
|
2023
Q2 | $2.63M | Buy |
5,903
+389
| +7% | +$173K | 0.88% | 30 |
|
|
2023
Q1 | $2.27M | Buy |
5,514
+255
| +5% | +$105K | 0.81% | 38 |
|
|
2022
Q4 | $2.02M | Buy |
5,259
+390
| +8% | +$150K | 0.77% | 41 |
|
|
2022
Q3 | $1.75M | Buy |
+4,869
| New | +$1.75M | 0.69% | 40 |
|
|
2022
Q1 | $398K | Buy |
+878
| New | +$398K | 0.13% | 145 |
|
|
2021
Q3 | $379K | Buy |
+880
| New | +$379K | 0.13% | 144 |
|
|
2021
Q1 | $299K | Buy |
+722
| New | +$299K | 0.12% | 146 |
|
|
2019
Q4 | $1.36M | Buy |
+4,203
| New | +$1.36M | 1.51% | 23 |
|
|
2019
Q1 | $2.29M | Buy |
+8,217
| New | +$2.29M | 1.51% | 17 |
|