Fiduciary Family Office’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 | – | Sell |
-783
| Closed | -$440K | – | 197 |
|
|
2025
Q1 | $440K | Buy |
783
+423
| +118% | +$238K | 0.15% | 134 |
|
|
2024
Q4 | $212K | Sell |
360
-552
| -61% | -$325K | 0.06% | 47 |
|
|
2024
Q3 | $526K | Sell |
912
-249
| -21% | -$144K | 0.17% | 125 |
|
|
2024
Q2 | $635K | Sell |
1,161
-275
| -19% | -$150K | 0.25% | 104 |
|
|
2024
Q1 | $755K | Buy |
1,436
+210
| +17% | +$110K | 0.3% | 93 |
|
|
2023
Q4 | $586K | Buy |
+1,226
| New | +$586K | 0.26% | 97 |
|