GA
Goldstein Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
3,402
+202
| +6% | +$125K | 0.28% | 38 |
|
|
2025
Q1 | $1.8M | Buy |
3,200
+51
| +2% | +$28.7K | 0.26% | 39 |
|
|
2024
Q4 | $1.85M | Sell |
3,149
-23
| -0.7% | -$13.5K | 0.27% | 38 |
|
|
2024
Q3 | $1.83M | Sell |
3,172
-177
| -5% | -$102K | 0.28% | 33 |
|
|
2024
Q2 | $1.83M | Buy |
3,349
+884
| +36% | +$484K | 0.31% | 34 |
|
|
2024
Q1 | $1.3M | Buy |
2,465
+32
| +1% | +$16.8K | 0.22% | 41 |
|
|
2023
Q4 | $1.16M | Sell |
2,433
-35
| -1% | -$16.7K | 0.2% | 68 |
|
|
2023
Q3 | $1.06M | Buy |
2,468
+3
| +0.1% | +$1.29K | 0.22% | 43 |
|
|
2023
Q2 | $1.1M | Sell |
2,465
-133
| -5% | -$59.3K | 0.23% | 46 |
|
|
2023
Q1 | $1.07M | Sell |
2,598
-423
| -14% | -$174K | 0.23% | 48 |
|
|
2022
Q4 | $1.16M | Buy |
+3,021
| New | +$1.16M | 0.28% | 42 |
|