Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $257K | Sell |
438
-1,842
| -81% | -$1.08M | 0.19% | 85 |
|
|
2024
Q3 | $1.32M | Sell |
2,280
-93
| -4% | -$53.6K | 0.38% | 53 |
|
|
2024
Q2 | $1.3M | Sell |
2,373
-56
| -2% | -$30.6K | 0.36% | 53 |
|
|
2024
Q1 | $1.28M | Sell |
2,429
-30
| -1% | -$15.8K | 0.38% | 53 |
|
|
2023
Q4 | $1.17M | Buy |
2,459
+23
| +0.9% | +$11K | 0.39% | 53 |
|
|
2023
Q3 | $1.05M | Buy |
+2,436
| New | +$1.05M | 0.38% | 58 |
|
|
2023
Q1 | $942K | Buy |
+2,291
| New | +$942K | 0.36% | 61 |
|
|
2022
Q4 | – | Sell |
-2,889
| Closed | -$1.04M | – | 714 |
|
|
2022
Q3 | $1.04M | Buy |
2,889
+255
| +10% | +$91.4K | 0.43% | 52 |
|
|
2022
Q2 | $999K | Buy |
2,634
+363
| +16% | +$138K | 0.45% | 52 |
|
|
2022
Q1 | $1.03M | Sell |
2,271
-59
| -3% | -$26.8K | 0.42% | 61 |
|
|
2021
Q4 | $1.11M | Buy |
+2,330
| New | +$1.11M | 0.41% | 65 |
|