Fielder Capital Group’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 | $427K | Sell |
688
-23
| -3% | -$14.3K | 0.11% | 116 |
|
|
2025
Q1 | $399K | Hold |
711
| – | – | 0.12% | 117 |
|
|
2024
Q4 | $418K | Hold |
711
| – | – | 0.13% | 113 |
|
|
2024
Q3 | $410K | Hold |
711
| – | – | 0.14% | 106 |
|
|
2024
Q2 | $389K | Hold |
711
| – | – | 0.15% | 94 |
|
|
2024
Q1 | $374K | Buy |
+711
| New | +$374K | 0.17% | 91 |
|