Fonville 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 | $1.65M | Hold |
2,658
| – | – | 0.42% | 44 |
|
|
2025
Q1 | $1.49M | Sell |
2,658
-274
| -9% | -$154K | 0.44% | 45 |
|
|
2024
Q4 | $1.73M | Buy |
2,932
+121
| +4% | +$71.2K | 0.57% | 41 |
|
|
2024
Q3 | $1.62M | Buy |
2,811
+1
| +0% | +$577 | 0.56% | 42 |
|
|
2024
Q2 | $1.54M | Buy |
2,810
+190
| +7% | +$104K | 0.61% | 41 |
|
|
2024
Q1 | $1.38M | Buy |
2,620
+128
| +5% | +$67.3K | 0.61% | 46 |
|
|
2023
Q4 | $1.19M | Buy |
+2,492
| New | +$1.19M | 0.63% | 47 |
|