Founders Financial Alliance’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 | $6.92M | Buy |
11,151
+139
| +1% | +$86.3K | 1.57% | 8 |
|
|
2025
Q1 | $6.19M | Buy |
11,012
+6,783
| +160% | +$3.81M | 1.5% | 10 |
|
|
2024
Q4 | $2.49M | Buy |
4,229
+373
| +10% | +$220K | 0.68% | 32 |
|
|
2024
Q3 | $2.22M | Buy |
3,856
+61
| +2% | +$35.2K | 0.62% | 32 |
|
|
2024
Q2 | $2.08M | Buy |
3,795
+163
| +4% | +$89.2K | 0.62% | 34 |
|
|
2024
Q1 | $1.91M | Buy |
3,632
+949
| +35% | +$499K | 0.57% | 38 |
|
|
2023
Q4 | $1.28M | Sell |
2,683
-54
| -2% | -$25.8K | 0.5% | 41 |
|
|
2023
Q3 | $1.18M | Sell |
2,737
-1,145
| -29% | -$492K | 0.51% | 40 |
|
|
2023
Q2 | $1.73M | Buy |
3,882
+1,677
| +76% | +$748K | 0.68% | 32 |
|
|
2023
Q1 | $902K | Sell |
2,205
-1,045
| -32% | -$428K | 0.45% | 60 |
|
|
2022
Q4 | $1.25M | Sell |
3,250
-1,012
| -24% | -$389K | 0.57% | 46 |
|
|
2022
Q3 | $1.53M | Sell |
4,262
-2,282
| -35% | -$819K | 0.78% | 29 |
|
|
2022
Q2 | $2.48M | Buy |
6,544
+2,319
| +55% | +$879K | 1.26% | 11 |
|
|
2022
Q1 | $1.92M | Sell |
4,225
-43
| -1% | -$19.5K | 0.85% | 25 |
|
|
2021
Q4 | $2.04M | Buy |
4,268
+19
| +0.4% | +$9.06K | 0.82% | 24 |
|
|
2021
Q3 | $1.83M | Sell |
4,249
-109
| -3% | -$46.9K | 0.86% | 22 |
|
|
2021
Q2 | $1.88M | Sell |
4,358
-1,874
| -30% | -$807K | 0.85% | 21 |
|
|
2021
Q1 | $2.6M | Sell |
6,232
-382
| -6% | -$159K | 1.28% | 13 |
|
|
2020
Q4 | $2.48M | Sell |
6,614
-13
| -0.2% | -$4.88K | 1.4% | 11 |
|
|
2020
Q3 | $2.29M | Buy |
+6,627
| New | +$2.29M | 1.37% | 10 |
|