Financial Symmetry’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 | $2.07M | Sell |
3,329
-45
| -1% | -$27.9K | 1.07% | 18 |
|
|
2025
Q1 | $1.9M | Buy |
3,374
+480
| +17% | +$270K | 1.16% | 18 |
|
|
2024
Q4 | $1.7M | Sell |
2,894
-38
| -1% | -$22.4K | 1.15% | 15 |
|
|
2024
Q3 | $1.69M | Buy |
2,932
+53
| +2% | +$30.6K | 1.18% | 15 |
|
|
2024
Q2 | $1.58M | Buy |
2,879
+1,754
| +156% | +$960K | 1.23% | 14 |
|
|
2024
Q1 | $591K | Hold |
1,125
| – | – | 0.52% | 20 |
|
|
2023
Q4 | $537K | Buy |
+1,125
| New | +$537K | 0.53% | 18 |
|