GA
Gordian 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 | $206K | Buy |
+332
| New | +$206K | 0.15% | 44 |
|
|
2024
Q4 | – | Sell |
-500
| Closed | -$288K | – | 40 |
|
|
2024
Q3 | $288K | Buy |
500
+1
| +0.2% | +$577 | 0.23% | 27 |
|
|
2024
Q2 | $273K | Hold |
499
| – | – | 0.26% | 17 |
|
|
2024
Q1 | $262K | Buy |
+499
| New | +$262K | 0.24% | 21 |
|