FI
Financial Insights’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 | $256K | Sell |
412
-3
| -0.7% | -$1.86K | 0.09% | 106 |
|
|
2025
Q1 | $233K | Buy |
+415
| New | +$233K | 0.09% | 95 |
|
|
2024
Q3 | – | Sell |
-1,292
| Closed | -$707K | – | 158 |
|
|
2024
Q2 | $707K | Hold |
1,292
| – | – | 0.2% | 75 |
|
|
2024
Q1 | $679K | Buy |
1,292
+15
| +1% | +$7.89K | 0.19% | 86 |
|
|
2023
Q4 | $610K | Hold |
1,277
| – | – | 0.19% | 86 |
|
|
2023
Q3 | $536K | Sell |
1,277
-657
| -34% | -$276K | 0.19% | 90 |
|
|
2023
Q2 | $862K | Sell |
1,934
-974
| -33% | -$434K | 0.32% | 59 |
|
|
2023
Q1 | $1.2M | Sell |
2,908
-3,448
| -54% | -$1.42M | 0.49% | 40 |
|
|
2022
Q4 | $2.44M | Buy |
6,356
+2,794
| +78% | +$1.07M | 1.16% | 22 |
|
|
2022
Q3 | $1.28M | Buy |
+3,562
| New | +$1.28M | 0.86% | 32 |
|