Evolution Advisers’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 | $62K | Hold |
100
| – | – | 0.03% | 81 |
|
|
2025
Q1 | $56K | Hold |
100
| – | – | 0.03% | 84 |
|
|
2024
Q4 | $58K | Sell |
100
-14
| -12% | -$8.12K | 0.03% | 84 |
|
|
2024
Q3 | $65K | Hold |
114
| – | – | 0.04% | 79 |
|
|
2024
Q2 | $62K | Buy |
114
+14
| +14% | +$7.61K | 0.04% | 80 |
|
|
2024
Q1 | $53K | Hold |
100
| – | – | 0.03% | 87 |
|
|
2023
Q4 | $48K | Buy |
+100
| New | +$48K | 0.03% | 88 |
|
|
2023
Q3 | – | Sell |
-34
| Closed | -$15K | – | 148 |
|
|
2023
Q2 | $15K | Buy |
+34
| New | +$15K | 0.01% | 101 |
|
|
2022
Q3 | – | Sell |
-34
| Closed | -$13K | – | 143 |
|
|
2022
Q2 | $13K | Buy |
+34
| New | +$13K | 0.01% | 103 |
|