Fortitude Family Office’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 | $27M | Sell |
43,431
-13,353
| -24% | -$8.29M | 8.85% | 1 |
|
|
2025
Q1 | $31.9M | Buy |
56,784
+8,496
| +18% | +$4.77M | 11.36% | 1 |
|
|
2024
Q4 | $28.4M | Buy |
48,288
+5,144
| +12% | +$3.03M | 10.14% | 2 |
|
|
2024
Q3 | $24.9M | Buy |
43,144
+1,889
| +5% | +$1.09M | 9.85% | 3 |
|
|
2024
Q2 | $22.6M | Buy |
41,255
+6,347
| +18% | +$3.47M | 12.8% | 2 |
|
|
2024
Q1 | $18.4M | Buy |
34,908
+5,753
| +20% | +$3.02M | 12.34% | 2 |
|
|
2023
Q4 | $13.9M | Buy |
+29,155
| New | +$13.9M | 10.36% | 2 |
|