FS
Ferguson Shapiro’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 | $207K | Buy |
+334
| New | +$207K | 0.07% | 65 |
|
|
2025
Q1 | – | Sell |
-341
| Closed | -$201K | – | 69 |
|
|
2024
Q4 | $201K | Buy |
+341
| New | +$201K | 0.07% | 66 |
|
|
2023
Q4 | – | Sell |
-482
| Closed | -$207K | – | 38 |
|
|
2023
Q3 | $207K | Sell |
482
-35
| -7% | -$15K | 0.11% | 29 |
|
|
2023
Q2 | $230K | Hold |
517
| – | – | 0.15% | 25 |
|
|
2023
Q1 | $213K | Buy |
+517
| New | +$213K | 0.18% | 28 |
|
|
2022
Q4 | – | Sell |
-571
| Closed | -$205K | – | 40 |
|
|
2022
Q3 | $205K | Buy |
+571
| New | +$205K | 0.12% | 44 |
|