Elevation Wealth Partners’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 | $45.9K | Sell |
74
-21
| -22% | -$13K | 0.02% | 244 |
|
|
2025
Q1 | $53.4K | Sell |
95
-31
| -25% | -$17.4K | 0.02% | 220 |
|
|
2024
Q4 | $74.2K | Buy |
126
+21
| +20% | +$12.4K | 0.03% | 193 |
|
|
2024
Q3 | $60.6K | Hold |
105
| – | – | 0.03% | 206 |
|
|
2024
Q2 | $57.5K | Hold |
105
| – | – | 0.03% | 204 |
|
|
2024
Q1 | $55.2K | Hold |
105
| – | – | 0.03% | 210 |
|
|
2023
Q4 | $45.1K | Hold |
105
| – | – | 0.03% | 219 |
|
|
2023
Q3 | $45.1K | Hold |
105
| – | – | 0.04% | 160 |
|
|
2023
Q2 | $46.8K | Hold |
105
| – | – | 0.04% | 160 |
|
|
2023
Q1 | $43.2K | Buy |
+105
| New | +$43.2K | 0.04% | 175 |
|