Foresight Capital Management 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 | $4.48M | Buy |
7,216
+168
| +2% | +$104K | 2.6% | 9 |
|
|
2025
Q1 | $3.96M | Buy |
7,048
+19
| +0.3% | +$10.7K | 2.46% | 10 |
|
|
2024
Q4 | $4.14M | Sell |
7,029
-33
| -0.5% | -$19.4K | 2.42% | 13 |
|
|
2024
Q3 | $4.07M | Buy |
7,062
+282
| +4% | +$163K | 2.42% | 11 |
|
|
2024
Q2 | $3.71M | Buy |
6,780
+10
| +0.1% | +$5.47K | 2.51% | 12 |
|
|
2024
Q1 | $3.56M | Buy |
6,770
+257
| +4% | +$135K | 2.71% | 8 |
|
|
2023
Q4 | $3.11M | Buy |
+6,513
| New | +$3.11M | 3.19% | 7 |
|
|
2022
Q3 | $2.18M | Buy |
6,074
+58
| +1% | +$20.8K | 3.75% | 7 |
|
|
2022
Q2 | $2.28M | Buy |
6,016
+395
| +7% | +$150K | 3.49% | 6 |
|
|
2022
Q1 | $2.55M | Buy |
5,621
+223
| +4% | +$101K | 2.84% | 6 |
|
|
2021
Q4 | $2.58M | Buy |
+5,398
| New | +$2.58M | 2.51% | 9 |
|