Evergreen Private Wealth’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 | $187K | Hold |
301
| – | – | 0.08% | 70 |
|
|
2025
Q1 | $169K | Hold |
301
| – | – | 0.08% | 74 |
|
|
2024
Q4 | $177K | Hold |
301
| – | – | 0.08% | 71 |
|
|
2024
Q3 | $174K | Hold |
301
| – | – | 0.08% | 74 |
|
|
2024
Q2 | $165K | Hold |
301
| – | – | 0.08% | 72 |
|
|
2024
Q1 | $158K | Hold |
301
| – | – | 0.08% | 78 |
|
|
2023
Q4 | $144K | Buy |
+301
| New | +$144K | 0.08% | 78 |
|