Elevatus Welath Management’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 | $252K | Buy |
406
+2
| +0.5% | +$1.24K | 0.08% | 95 |
|
|
2025
Q1 | $227K | Sell |
404
-9
| -2% | -$5.06K | 0.13% | 90 |
|
|
2024
Q4 | $243K | Sell |
413
-7
| -2% | -$4.12K | 0.08% | 85 |
|
|
2024
Q3 | $242K | Sell |
420
-13
| -3% | -$7.49K | 0.08% | 82 |
|
|
2024
Q2 | $237K | Buy |
433
+9
| +2% | +$4.93K | 0.09% | 88 |
|
|
2024
Q1 | $223K | Buy |
+424
| New | +$223K | 0.09% | 84 |
|