Financial Life Advisors’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 | $374K | Hold |
602
| – | – | 0.13% | 39 |
|
|
2025
Q1 | $338K | Hold |
602
| – | – | 0.13% | 41 |
|
|
2024
Q4 | $354K | Hold |
602
| – | – | 0.13% | 34 |
|
|
2024
Q3 | $347K | Hold |
602
| – | – | 0.13% | 34 |
|
|
2024
Q2 | $329K | Hold |
602
| – | – | 0.13% | 42 |
|
|
2024
Q1 | $316K | Hold |
602
| – | – | 0.13% | 46 |
|
|
2023
Q4 | $288K | Hold |
602
| – | – | 0.12% | 49 |
|
|
2023
Q3 | $259K | Hold |
602
| – | – | 0.11% | 46 |
|
|
2023
Q2 | $268K | Sell |
602
-26
| -4% | -$11.6K | 0.11% | 52 |
|
|
2023
Q1 | $258K | Buy |
+628
| New | +$258K | 0.11% | 58 |
|