Hixon Zuercher’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
Q1 | – | Sell |
-11,877
| Closed | -$6.99M | – | 84 |
|
|
2024
Q4 | $6.99M | Buy |
+11,877
| New | +$6.99M | 2.69% | 9 |
|
|
2024
Q1 | – | Sell |
-6,781
| Closed | -$3.24M | – | 66 |
|
|
2023
Q4 | $3.24M | Buy |
+6,781
| New | +$3.24M | 1.5% | 32 |
|
|
2023
Q1 | – | Sell |
-1,161
| Closed | -$446K | – | 56 |
|
|
2022
Q4 | $446K | Buy |
+1,161
| New | +$446K | 0.27% | 48 |
|
|
2022
Q1 | – | Sell |
-2,487
| Closed | -$1.19M | – | 62 |
|
|
2021
Q4 | $1.19M | Buy |
+2,487
| New | +$1.19M | 0.6% | 44 |
|