EnRich Financial 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 | – | Sell |
-366
| Closed | -$206K | – | 60 |
|
|
2025
Q1 | $206K | Sell |
366
-7
| -2% | -$3.93K | 0.07% | 55 |
|
|
2024
Q4 | $220K | Sell |
373
-2
| -0.5% | -$1.18K | 0.07% | 54 |
|
|
2024
Q3 | $216K | Sell |
375
-135
| -26% | -$77.9K | 0.07% | 52 |
|
|
2024
Q2 | $279K | Buy |
510
+1
| +0.2% | +$547 | 0.1% | 43 |
|
|
2024
Q1 | $268K | Sell |
509
-5
| -1% | -$2.63K | 0.1% | 41 |
|
|
2023
Q4 | $246K | Buy |
+514
| New | +$246K | 0.1% | 42 |
|