Financial Advisors Network’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 | $1.35M | Buy |
2,168
+93
| +4% | +$57.7K | 0.2% | 65 |
|
|
2025
Q1 | $1.17M | Buy |
2,075
+123
| +6% | +$69.1K | 0.19% | 65 |
|
|
2024
Q4 | $1.15M | Buy |
+1,952
| New | +$1.15M | 0.19% | 66 |
|
|
2023
Q4 | $699K | Hold |
1,464
| – | – | 0.14% | 74 |
|
|
2023
Q3 | $629K | Buy |
+1,464
| New | +$629K | 0.14% | 69 |
|
|
2022
Q4 | $511K | Sell |
1,329
-19
| -1% | -$7.3K | 0.14% | 62 |
|
|
2022
Q3 | $484K | Buy |
1,348
+58
| +4% | +$20.8K | 0.14% | 59 |
|
|
2022
Q2 | $489K | Buy |
1,290
+317
| +33% | +$120K | 0.14% | 65 |
|
|
2022
Q1 | $441K | Sell |
973
-5
| -0.5% | -$2.27K | 0.11% | 75 |
|
|
2021
Q4 | $466K | Sell |
978
-5
| -0.5% | -$2.38K | 0.1% | 80 |
|
|
2021
Q3 | $461K | Sell |
983
-42
| -4% | -$19.7K | 0.11% | 93 |
|
|
2021
Q2 | $441K | Sell |
1,025
-18
| -2% | -$7.74K | 0.13% | 80 |
|
|
2021
Q1 | $415K | Sell |
1,043
-16
| -2% | -$6.37K | 0.13% | 82 |
|
|
2020
Q4 | $398K | Sell |
1,059
-70
| -6% | -$26.3K | 0.14% | 77 |
|
|
2020
Q3 | $379K | Sell |
1,129
-6
| -0.5% | -$2.01K | 0.15% | 75 |
|
|
2020
Q2 | $351K | Sell |
1,135
-779
| -41% | -$241K | 0.14% | 81 |
|
|
2020
Q1 | $495K | Sell |
1,914
-159
| -8% | -$41.1K | 0.24% | 61 |
|
|
2019
Q4 | $670K | Sell |
2,073
-137
| -6% | -$44.3K | 0.31% | 56 |
|
|
2019
Q3 | $660K | Sell |
2,210
-25
| -1% | -$7.47K | 0.34% | 57 |
|
|
2019
Q2 | $647K | Sell |
2,235
-23
| -1% | -$6.66K | 0.35% | 56 |
|
|
2019
Q1 | $626K | Sell |
2,258
-194
| -8% | -$53.8K | 0.36% | 54 |
|
|
2018
Q4 | $617K | Buy |
+2,452
| New | +$617K | 0.38% | 54 |
|