GIA
Goodwin Investment Advisory’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 | $2.73M | Sell |
4,391
-44
| -1% | -$27.3K | 3.15% | 6 |
|
|
2025
Q1 | $2.49M | Sell |
4,435
-255
| -5% | -$143K | 3.87% | 6 |
|
|
2024
Q4 | $2.76M | Sell |
4,690
-47
| -1% | -$27.7K | 1.45% | 11 |
|
|
2024
Q3 | $2.73M | Hold |
4,737
| – | – | 1.18% | 10 |
|
|
2024
Q2 | $2.59M | Buy |
4,737
+6
| +0.1% | +$3.28K | 1.19% | 11 |
|
|
2024
Q1 | $2.49M | Sell |
4,731
-613
| -11% | -$322K | 1.17% | 11 |
|
|
2023
Q4 | $2.55M | Sell |
5,344
-1,899
| -26% | -$907K | 1.33% | 11 |
|
|
2023
Q3 | $3.11M | Sell |
7,243
-1,510
| -17% | -$648K | 1.84% | 8 |
|
|
2023
Q2 | $3.9M | Buy |
8,753
+26
| +0.3% | +$11.6K | 2.28% | 7 |
|
|
2023
Q1 | $3.59M | Sell |
8,727
-372
| -4% | -$153K | 2.34% | 6 |
|
|
2022
Q4 | $3.5M | Buy |
9,099
+366
| +4% | +$141K | 2.48% | 7 |
|
|
2022
Q3 | $3.13M | Sell |
8,733
-1,219
| -12% | -$437K | 2.37% | 9 |
|
|
2022
Q2 | $3.77M | Buy |
9,952
+411
| +4% | +$156K | 2.91% | 6 |
|
|
2022
Q1 | $4.34M | Sell |
9,541
-1,029
| -10% | -$468K | 2.97% | 7 |
|
|
2021
Q4 | $5.04M | Buy |
10,570
+406
| +4% | +$194K | 3.77% | 6 |
|
|
2021
Q3 | $4.38M | Buy |
10,164
+1,510
| +17% | +$650K | 4.25% | 4 |
|
|
2021
Q2 | $3.72M | Sell |
8,654
-422
| -5% | -$181K | 4.05% | 5 |
|
|
2021
Q1 | $3.61M | Sell |
9,076
-249
| -3% | -$98.9K | 4.24% | 5 |
|
|
2020
Q4 | $3.5M | Buy |
+9,325
| New | +$3.5M | 4.28% | 6 |
|