Helen Stephens Group’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 | $1.05M | Buy |
1,698
+16
| +1% | +$9.94K | 0.26% | 39 |
|
|
2025
Q1 | $945K | Buy |
1,682
+5
| +0.3% | +$2.81K | 0.27% | 43 |
|
|
2024
Q4 | $987K | Sell |
1,677
-10
| -0.6% | -$5.89K | 0.29% | 43 |
|
|
2024
Q3 | $973K | Buy |
1,687
+7
| +0.4% | +$4.04K | 0.3% | 43 |
|
|
2024
Q2 | $919K | Buy |
+1,680
| New | +$919K | 0.32% | 43 |
|
|
2024
Q1 | – | Sell |
-494
| Closed | -$236K | – | 75 |
|
|
2023
Q4 | $236K | Buy |
+494
| New | +$236K | 0.11% | 67 |
|