Everhart Financial Group’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 | $3.52M | Buy |
5,665
+238
| +4% | +$148K | 0.41% | 37 |
|
|
2025
Q1 | $3.05M | Buy |
5,427
+250
| +5% | +$140K | 0.42% | 37 |
|
|
2024
Q4 | $3.05M | Buy |
5,177
+18
| +0.3% | +$10.6K | 0.63% | 34 |
|
|
2024
Q3 | $2.98M | Buy |
5,159
+2,004
| +64% | +$1.16M | 0.66% | 31 |
|
|
2024
Q2 | $1.73M | Buy |
3,155
+729
| +30% | +$399K | 0.45% | 41 |
|
|
2024
Q1 | $1.28M | Sell |
2,426
-498
| -17% | -$262K | 0.37% | 50 |
|
|
2023
Q4 | $1.4M | Buy |
2,924
+465
| +19% | +$222K | 0.49% | 40 |
|
|
2023
Q3 | $1.06M | Buy |
2,459
+71
| +3% | +$30.5K | 0.45% | 49 |
|
|
2023
Q2 | $1.06M | Sell |
2,388
-127
| -5% | -$56.6K | 0.44% | 46 |
|
|
2023
Q1 | $1.03M | Sell |
2,515
-2
| -0.1% | -$822 | 0.46% | 45 |
|
|
2022
Q4 | $967K | Sell |
2,517
-91
| -3% | -$35K | 0.49% | 42 |
|
|
2022
Q3 | $935K | Hold |
2,608
| – | – | 0.52% | 35 |
|
|
2022
Q2 | $989K | Buy |
2,608
+199
| +8% | +$75.5K | 0.6% | 35 |
|
|
2022
Q1 | $1.09M | Sell |
2,409
-2
| -0.1% | -$907 | 0.63% | 36 |
|
|
2021
Q4 | $1.15M | Sell |
2,411
-33
| -1% | -$15.8K | 0.69% | 34 |
|
|
2021
Q3 | $1.05M | Buy |
+2,444
| New | +$1.05M | 0.72% | 33 |
|