FMB Wealth Management’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 | $1.31M | Sell |
2,103
-78
| -4% | -$48.4K | 0.62% | 29 |
|
|
2025
Q1 | $1.23M | Buy |
2,181
+78
| +4% | +$43.8K | 0.68% | 30 |
|
|
2024
Q4 | $1.24M | Hold |
2,103
| – | – | 0.7% | 27 |
|
|
2024
Q3 | $1.21M | Hold |
2,103
| – | – | 0.69% | 28 |
|
|
2024
Q2 | $1.15M | Hold |
2,103
| – | – | 0.88% | 26 |
|
|
2024
Q1 | $1.11M | Hold |
2,103
| – | – | 0.88% | 25 |
|
|
2023
Q4 | $1M | Hold |
2,103
| – | – | 0.92% | 23 |
|
|
2023
Q3 | $903K | Hold |
2,103
| – | – | 0.97% | 21 |
|
|
2023
Q2 | $937K | Hold |
2,103
| – | – | 1% | 21 |
|
|
2023
Q1 | $865K | Buy |
+2,103
| New | +$865K | 1.03% | 21 |
|