Greenwood Gearhart’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 | $9.44M | Sell |
15,203
-2,327
| -13% | -$1.44M | 0.59% | 41 |
|
|
2025
Q1 | $9.85M | Sell |
17,530
-1,154
| -6% | -$648K | 0.68% | 35 |
|
|
2024
Q4 | $11M | Buy |
+18,684
| New | +$11M | 0.76% | 36 |
|
|
2019
Q2 | – | Sell |
-1,416
| Closed | -$403K | – | 75 |
|
|
2019
Q1 | $403K | Buy |
1,416
+606
| +75% | +$172K | 0.12% | 63 |
|
|
2018
Q4 | $204K | Buy |
810
+70
| +9% | +$17.6K | 0.07% | 63 |
|
|
2018
Q3 | $217K | Sell |
740
-30
| -4% | -$8.8K | 0.06% | 68 |
|
|
2018
Q2 | $210K | Sell |
770
-55
| -7% | -$15K | 0.06% | 67 |
|
|
2018
Q1 | $219K | Hold |
825
| – | – | 0.07% | 66 |
|
|
2017
Q4 | $222K | Sell |
825
-90
| -10% | -$24.2K | 0.07% | 59 |
|
|
2017
Q3 | $231K | Buy |
+915
| New | +$231K | 0.08% | 56 |
|