Evernest Financial Advisors’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 | $16.8M | Sell |
27,020
-592
| -2% | -$368K | 5.43% | 2 |
|
|
2025
Q1 | $15.5M | Buy |
27,612
+462
| +2% | +$260K | 5.57% | 2 |
|
|
2024
Q4 | $16M | Sell |
27,150
-487
| -2% | -$287K | 4.15% | 5 |
|
|
2024
Q3 | $15.9M | Sell |
27,637
-960
| -3% | -$554K | 4.3% | 4 |
|
|
2024
Q2 | $15.6M | Sell |
28,597
-558
| -2% | -$305K | 7.01% | 1 |
|
|
2024
Q1 | $14.5M | Buy |
29,155
+10,461
| +56% | +$5.2M | 6.87% | 1 |
|
|
2023
Q4 | $8.93M | Buy |
+18,694
| New | +$8.93M | 4.53% | 5 |
|
|
2021
Q4 | $9.41M | Buy |
+18,689
| New | +$9.41M | 4.87% | 5 |
|