Human Investing’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 | $24.4M | Buy |
39,310
+1,642
| +4% | +$1.02M | 3.84% | 8 |
|
|
2025
Q1 | $21.2M | Sell |
37,668
-441
| -1% | -$248K | 3.73% | 8 |
|
|
2024
Q4 | $22.4M | Sell |
38,109
-546
| -1% | -$321K | 3.98% | 8 |
|
|
2024
Q3 | $22.3M | Buy |
38,655
+212
| +0.6% | +$122K | 4.03% | 8 |
|
|
2024
Q2 | $21M | Sell |
38,443
-109
| -0.3% | -$59.6K | 4.09% | 8 |
|
|
2024
Q1 | $20.3M | Buy |
38,552
+110
| +0.3% | +$57.8K | 4.07% | 8 |
|
|
2023
Q4 | $18.4M | Sell |
38,442
-1,149
| -3% | -$549K | 3.96% | 8 |
|
|
2023
Q3 | $17M | Sell |
39,591
-832
| -2% | -$357K | 3.96% | 8 |
|
|
2023
Q2 | $18M | Buy |
40,423
+1,710
| +4% | +$762K | 4.11% | 8 |
|
|
2023
Q1 | $15.9M | Sell |
38,713
-335
| -0.9% | -$138K | 3.86% | 8 |
|
|
2022
Q4 | $15M | Sell |
39,048
-1,422
| -4% | -$546K | 3.82% | 8 |
|
|
2022
Q3 | $14.5M | Sell |
40,470
-3,458
| -8% | -$1.24M | 3.7% | 9 |
|
|
2022
Q2 | $16.7M | Sell |
43,928
-2,882
| -6% | -$1.09M | 4.02% | 6 |
|
|
2022
Q1 | $21.2M | Sell |
46,810
-217
| -0.5% | -$98.5K | 4.7% | 5 |
|
|
2021
Q4 | $22.4M | Sell |
47,027
-182
| -0.4% | -$86.8K | 5.35% | 6 |
|
|
2021
Q3 | $20.3M | Buy |
47,209
+498
| +1% | +$215K | 4.8% | 6 |
|
|
2021
Q2 | $20.1M | Sell |
46,711
-179,185
| -79% | -$77M | 4.89% | 6 |
|
|
2021
Q1 | $89.9M | Buy |
225,896
+24,807
| +12% | +$9.87M | 22.89% | 1 |
|
|
2020
Q4 | $75.5M | Buy |
201,089
+21,640
| +12% | +$8.12M | 21.36% | 1 |
|
|
2020
Q3 | $60.3M | Buy |
179,449
+67,141
| +60% | +$22.6M | 19.79% | 1 |
|
|
2020
Q2 | $34.8M | Sell |
112,308
-330
| -0.3% | -$102K | 12.28% | 1 |
|
|
2020
Q1 | $29.1M | Buy |
112,638
+3,144
| +3% | +$812K | 12.61% | 1 |
|
|
2019
Q4 | $35.4M | Buy |
109,494
+5,070
| +5% | +$1.64M | 11.56% | 1 |
|
|
2019
Q3 | $31.2M | Buy |
104,424
+6,737
| +7% | +$2.01M | 11.04% | 1 |
|
|
2019
Q2 | $28.8M | Buy |
97,687
+3,283
| +3% | +$968K | 10.51% | 1 |
|
|
2019
Q1 | $26.9M | Buy |
94,404
+6,257
| +7% | +$1.78M | 10.04% | 1 |
|
|
2018
Q4 | $22.2M | Buy |
+88,147
| New | +$22.2M | 9.25% | 1 |
|