Florida Financial 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 | $818K | Sell |
1,317
-12
| -0.9% | -$7.45K | 0.27% | 86 |
|
|
2025
Q1 | $747K | Buy |
1,329
+125
| +10% | +$70.2K | 0.29% | 76 |
|
|
2024
Q4 | $709K | Buy |
1,204
+485
| +67% | +$286K | 0.32% | 62 |
|
|
2024
Q3 | $415K | Buy |
719
+239
| +50% | +$138K | 0.21% | 89 |
|
|
2024
Q2 | $263K | Sell |
480
-177
| -27% | -$96.9K | 0.16% | 111 |
|
|
2024
Q1 | $346K | Sell |
657
-22
| -3% | -$11.6K | 0.25% | 72 |
|
|
2023
Q4 | $324K | Buy |
+679
| New | +$324K | 0.3% | 64 |
|