GFG
Goldstone Financial Group’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 | $19.4M | Buy |
30,861
+291
| +1% | +$183K | 2.56% | 7 |
|
|
2025
Q1 | $17.2M | Buy |
30,570
+480
| +2% | +$270K | 2.6% | 6 |
|
|
2024
Q4 | $17.7M | Buy |
30,090
+6,435
| +27% | +$3.79M | 2.78% | 6 |
|
|
2024
Q3 | $13.6M | Buy |
23,655
+2,757
| +13% | +$1.59M | 2.37% | 7 |
|
|
2024
Q2 | $11.4M | Buy |
20,898
+3,394
| +19% | +$1.86M | 2.29% | 10 |
|
|
2024
Q1 | $9.2M | Buy |
17,504
+3,079
| +21% | +$1.62M | 2.11% | 12 |
|
|
2023
Q4 | $6.89M | Buy |
14,425
+2,254
| +19% | +$1.08M | 1.78% | 17 |
|
|
2023
Q3 | $5.23M | Buy |
12,171
+1,097
| +10% | +$471K | 1.55% | 18 |
|
|
2023
Q2 | $4.94M | Buy |
11,074
+2,693
| +32% | +$1.2M | 1.45% | 19 |
|
|
2023
Q1 | $3.45M | Buy |
+8,381
| New | +$3.45M | 1.14% | 22 |
|