FourThought Financial Partners’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 | $659K | Hold |
1,061
| – | – | 0.07% | 165 |
|
|
2025
Q1 | $596K | Sell |
1,061
-26
| -2% | -$14.6K | 0.06% | 167 |
|
|
2024
Q4 | $640K | Hold |
1,087
| – | – | 0.07% | 165 |
|
|
2024
Q3 | $627K | Sell |
1,087
-117
| -10% | -$67.5K | 0.07% | 128 |
|
|
2024
Q2 | $659K | Buy |
1,204
+23
| +2% | +$12.6K | 0.08% | 131 |
|
|
2024
Q1 | $621K | Sell |
1,181
-42
| -3% | -$22.1K | 0.07% | 176 |
|
|
2023
Q4 | $584K | Buy |
1,223
+11
| +0.9% | +$5.25K | 0.07% | 179 |
|
|
2023
Q3 | $521K | Buy |
1,212
+17
| +1% | +$7.3K | 0.07% | 179 |
|
|
2023
Q2 | $533K | Sell |
1,195
-2
| -0.2% | -$892 | 0.07% | 182 |
|
|
2023
Q1 | $492K | Buy |
1,197
+1
| +0.1% | +$411 | 0.07% | 185 |
|
|
2022
Q4 | $460K | Buy |
+1,196
| New | +$460K | 0.07% | 199 |
|