Gen-Wealth 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 | $6.7M | Buy |
10,786
+391
| +4% | +$243K | 2.59% | 6 |
|
|
2025
Q1 | $5.84M | Sell |
10,395
-601
| -5% | -$338K | 2.44% | 5 |
|
|
2024
Q4 | $6.47M | Buy |
10,996
+45
| +0.4% | +$26.5K | 2.78% | 4 |
|
|
2024
Q3 | $6.38M | Buy |
10,951
+683
| +7% | +$398K | 2.79% | 4 |
|
|
2024
Q2 | $5.62M | Sell |
10,268
-1,244
| -11% | -$681K | 2.72% | 4 |
|
|
2024
Q1 | $6.05M | Buy |
+11,512
| New | +$6.05M | 3% | 2 |
|