Empire Financial Management Company’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 | $250K | Buy |
402
+3
| +0.8% | +$1.86K | 0.07% | 180 |
|
|
2025
Q1 | $224K | Hold |
399
| – | – | 0.07% | 189 |
|
|
2024
Q4 | $235K | Buy |
399
+6
| +2% | +$3.53K | 0.07% | 186 |
|
|
2024
Q3 | $227K | Hold |
393
| – | – | 0.07% | 194 |
|
|
2024
Q2 | $215K | Buy |
393
+4
| +1% | +$2.19K | 0.07% | 194 |
|
|
2024
Q1 | $205K | Buy |
+389
| New | +$205K | 0.07% | 204 |
|