FSA
Financial Security Advisor’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 | $462K | Buy |
744
+2
| +0.3% | +$1.24K | 0.11% | 77 |
|
|
2025
Q1 | $417K | Sell |
742
-192
| -21% | -$108K | 0.11% | 73 |
|
|
2024
Q4 | $550K | Sell |
934
-67
| -7% | -$39.4K | 0.14% | 60 |
|
|
2024
Q3 | $577K | Buy |
1,001
+3
| +0.3% | +$1.73K | 0.14% | 58 |
|
|
2024
Q2 | $546K | Buy |
998
+153
| +18% | +$83.7K | 0.18% | 54 |
|
|
2024
Q1 | $444K | Sell |
845
-28
| -3% | -$14.7K | 0.16% | 63 |
|
|
2023
Q4 | $417K | Sell |
873
-14
| -2% | -$6.69K | 0.16% | 62 |
|
|
2023
Q3 | $383K | Buy |
+887
| New | +$383K | 0.18% | 61 |
|