Godsey & Gibb Inc’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 | $75.8K | Buy |
122
+12
| +11% | +$7.45K | 0.01% | 144 |
|
2025
Q1 | $61.8K | Hold |
110
| – | – | 0.01% | 156 |
|
2024
Q4 | $64.8K | Hold |
110
| – | – | 0.01% | 158 |
|
2024
Q3 | $63.5K | Hold |
110
| – | – | 0.01% | 158 |
|
2024
Q2 | $60.2K | Hold |
110
| – | – | 0.01% | 174 |
|
2024
Q1 | $57.8K | Hold |
110
| – | – | 0.01% | 153 |
|
2023
Q4 | $52.5K | Hold |
110
| – | – | 0.01% | 157 |
|
2023
Q3 | $47.2K | Hold |
110
| – | – | 0.01% | 162 |
|
2023
Q2 | $49K | Buy |
+110
| New | +$49K | 0.01% | 169 |
|
2019
Q1 | – | Sell |
-1,484
| Closed | -$373K | – | 89 |
|
2018
Q4 | $373K | Sell |
1,484
-258
| -15% | -$64.8K | 0.07% | 56 |
|
2018
Q3 | $510K | Buy |
1,742
+158
| +10% | +$46.3K | 0.08% | 52 |
|
2018
Q2 | $432K | Buy |
+1,584
| New | +$432K | 0.07% | 54 |
|