Gimbal Financial’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 | $24.3M | Buy |
39,186
+9,073
| +30% | +$5.63M | 14.95% | 1 |
|
|
2025
Q1 | $16.9M | Sell |
30,113
-13,741
| -31% | -$7.72M | 15.27% | 3 |
|
|
2024
Q4 | $25.8M | Buy |
43,854
+1,022
| +2% | +$602K | 21.09% | 1 |
|
|
2024
Q3 | $24.9M | Buy |
42,832
+784
| +2% | +$456K | 16.18% | 2 |
|
|
2024
Q2 | $23.5M | Buy |
42,048
+398
| +1% | +$223K | 17.31% | 1 |
|
|
2024
Q1 | $21.9M | Buy |
41,650
+339
| +0.8% | +$178K | 17.92% | 1 |
|
|
2023
Q4 | $19.7M | Buy |
+41,311
| New | +$19.7M | 19.79% | 1 |
|