FIC
Family Investment Center’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 | $232K | Sell |
373
-8
| -2% | -$4.97K | 0.05% | 85 |
|
|
2025
Q1 | $214K | Buy |
381
+29
| +8% | +$16.3K | 0.05% | 75 |
|
|
2024
Q4 | $207K | Sell |
352
-82
| -19% | -$48.3K | 0.05% | 87 |
|
|
2024
Q3 | $250K | Hold |
434
| – | – | 0.06% | 76 |
|
|
2024
Q2 | $237K | Hold |
434
| – | – | 0.07% | 77 |
|
|
2024
Q1 | $228K | Buy |
434
+10
| +2% | +$5.26K | 0.07% | 76 |
|
|
2023
Q4 | $203K | Buy |
+424
| New | +$203K | 0.1% | 72 |
|