EA
Everpar Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2M | Buy |
14,810
+4,114
| +38% | +$2.55M | 4.18% | 3 |
|
|
2025
Q1 | $6.01M | Buy |
10,696
+2,374
| +29% | +$1.33M | 3.19% | 4 |
|
|
2024
Q4 | $4.9M | Buy |
8,322
+535
| +7% | +$315K | 2.47% | 6 |
|
|
2024
Q3 | $4.49M | Buy |
7,787
+1,266
| +19% | +$730K | 2.32% | 6 |
|
|
2024
Q2 | $3.57M | Buy |
6,521
+3,140
| +93% | +$1.72M | 1.79% | 8 |
|
|
2024
Q1 | $1.78M | Buy |
3,381
+2,666
| +373% | +$1.4M | 1.08% | 13 |
|
|
2023
Q4 | $342K | Buy |
+715
| New | +$342K | 0.16% | 199 |
|