Financial Freedom LLC’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 | $134K | Buy |
216
+1
| +0.5% | +$620 | 0.07% | 121 |
|
|
2025
Q1 | $121K | Hold |
215
| – | – | 0.07% | 123 |
|
|
2024
Q4 | $127K | Buy |
215
+1
| +0.5% | +$589 | 0.07% | 119 |
|
|
2024
Q3 | $124K | Hold |
214
| – | – | 0.07% | 126 |
|
|
2024
Q2 | $117K | Hold |
214
| – | – | 0.07% | 126 |
|
|
2024
Q1 | $112K | Buy |
214
+1
| +0.5% | +$525 | 0.07% | 126 |
|
|
2023
Q4 | $102K | Buy |
213
+1
| +0.5% | +$478 | 0.06% | 124 |
|
|
2023
Q3 | $91.1K | Sell |
212
-48
| -18% | -$20.6K | 0.06% | 125 |
|
|
2023
Q2 | $116K | Hold |
260
| – | – | 0.08% | 113 |
|
|
2023
Q1 | $107K | Buy |
260
+125
| +93% | +$51.4K | 0.08% | 112 |
|
|
2022
Q4 | $52K | Buy |
+135
| New | +$52K | 0.03% | 146 |
|