Future Financial Wealth Management’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 | $687K | Buy |
1,107
+5
| +0.5% | +$3.1K | 0.47% | 41 |
|
|
2025
Q1 | $619K | Hold |
1,102
| – | – | 0.45% | 47 |
|
|
2024
Q4 | $649K | Hold |
1,102
| – | – | 0.47% | 43 |
|
|
2024
Q3 | $636K | Hold |
1,102
| – | – | 0.45% | 46 |
|
|
2024
Q2 | $603K | Hold |
1,102
| – | – | 0.53% | 45 |
|
|
2024
Q1 | $579K | Hold |
1,102
| – | – | 0.45% | 46 |
|
|
2023
Q4 | $526K | Hold |
1,102
| – | – | 0.52% | 48 |
|
|
2023
Q3 | $473K | Hold |
1,102
| – | – | 0.52% | 50 |
|
|
2023
Q2 | $491K | Buy |
1,102
+81
| +8% | +$36.1K | 0.52% | 50 |
|
|
2023
Q1 | $421K | Hold |
1,021
| – | – | 0.46% | 58 |
|
|
2022
Q4 | $392K | Hold |
1,021
| – | – | 0.45% | 65 |
|
|
2022
Q3 | $387K | Hold |
1,021
| – | – | 0.45% | 66 |
|
|
2022
Q2 | $463K | Hold |
1,021
| – | – | 0.45% | 67 |
|
|
2022
Q1 | $463K | Hold |
1,021
| – | – | 0.38% | 67 |
|
|
2021
Q4 | $490K | Hold |
1,021
| – | – | 0.39% | 64 |
|
|
2021
Q3 | $439K | Hold |
1,021
| – | – | 0.45% | 69 |
|
|
2021
Q2 | $439K | Hold |
1,021
| – | – | 0.45% | 69 |
|
|
2021
Q1 | $406K | Hold |
1,021
| – | – | 0.47% | 65 |
|
|
2020
Q4 | $383K | Buy |
+1,021
| New | +$383K | 0.44% | 67 |
|