Fortune Financial 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 | $423K | Sell |
681
-19
| -3% | -$11.8K | 0.34% | 69 |
|
|
2025
Q1 | $393K | Buy |
700
+84
| +14% | +$47.2K | 0.34% | 67 |
|
|
2024
Q4 | $363K | Hold |
616
| – | – | 0.33% | 69 |
|
|
2024
Q3 | $355K | Hold |
616
| – | – | 0.32% | 68 |
|
|
2024
Q2 | $337K | Sell |
616
-376
| -38% | -$206K | 0.21% | 101 |
|
|
2024
Q1 | $522K | Buy |
992
+376
| +61% | +$198K | 0.33% | 80 |
|
|
2023
Q4 | $294K | Buy |
+616
| New | +$294K | 0.21% | 101 |
|