Family Wealth Partners’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 | $1.62M | Hold |
2,616
| – | – | 0.65% | 31 |
|
|
2025
Q1 | $1.47M | Sell |
2,616
-11
| -0.4% | -$6.18K | 0.67% | 30 |
|
|
2024
Q4 | $1.55M | Sell |
2,627
-25
| -0.9% | -$14.7K | 0.74% | 30 |
|
|
2024
Q3 | $1.53M | Buy |
2,652
+2
| +0.1% | +$1.15K | 0.78% | 30 |
|
|
2024
Q2 | $1.45M | Buy |
2,650
+69
| +3% | +$37.8K | 0.75% | 30 |
|
|
2024
Q1 | $1.36M | Sell |
2,581
-7
| -0.3% | -$3.68K | 0.77% | 30 |
|
|
2023
Q4 | $1.24M | Buy |
+2,588
| New | +$1.24M | 0.95% | 33 |
|