Fogel Capital 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 | $438K | Buy |
705
+8
| +1% | +$4.97K | 0.23% | 34 |
|
|
2025
Q1 | $392K | Buy |
697
+14
| +2% | +$7.86K | 0.21% | 33 |
|
|
2024
Q4 | $402K | Buy |
683
+17
| +3% | +$10K | 0.2% | 30 |
|
|
2024
Q3 | $384K | Hold |
666
| – | – | 0.2% | 32 |
|
|
2024
Q2 | $365K | Sell |
666
-233
| -26% | -$128K | 0.19% | 30 |
|
|
2024
Q1 | $462K | Buy |
899
+352
| +64% | +$181K | 0.27% | 28 |
|
|
2023
Q4 | $274K | Buy |
+547
| New | +$274K | 0.21% | 27 |
|