Holistic Planning’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 | $5.89M | Buy |
9,487
+2,715
| +40% | +$1.69M | 1.69% | 12 |
|
|
2025
Q1 | $3.81M | Buy |
6,772
+59
| +0.9% | +$33.2K | 1.29% | 15 |
|
|
2024
Q4 | $3.95M | Sell |
6,713
-236
| -3% | -$139K | 1.43% | 14 |
|
|
2024
Q3 | $4.01M | Buy |
6,949
+1,152
| +20% | +$664K | 1.7% | 12 |
|
|
2024
Q2 | $3.05M | Hold |
5,797
| – | – | 2.34% | 9 |
|
|
2024
Q1 | $3.05M | Buy |
5,797
+944
| +19% | +$496K | 2.33% | 9 |
|
|
2023
Q4 | $2.32M | Buy |
+4,853
| New | +$2.32M | 1.95% | 10 |
|