Horizon Advisory Services’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 | $241K | Hold |
388
| – | – | 0.13% | 45 |
|
|
2025
Q1 | $218K | Hold |
388
| – | – | 0.12% | 44 |
|
|
2024
Q4 | $228K | Sell |
388
-11
| -3% | -$6.48K | 0.13% | 45 |
|
|
2024
Q3 | $230K | Buy |
399
+8
| +2% | +$4.62K | 0.1% | 38 |
|
|
2024
Q2 | $214K | Hold |
391
| – | – | 0.1% | 44 |
|
|
2024
Q1 | $206K | Buy |
+391
| New | +$206K | 0.1% | 46 |
|