IA
IFP Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Buy |
51,846
+2,526
| +5% | +$1.57M | 0.92% | 12 |
|
|
2025
Q1 | $27.7M | Buy |
49,320
+2,366
| +5% | +$1.33M | 0.85% | 13 |
|
|
2024
Q4 | $27.6M | Sell |
46,954
-3,395
| -7% | -$2M | 0.91% | 13 |
|
|
2024
Q3 | $29M | Buy |
50,349
+740
| +1% | +$427K | 1.05% | 10 |
|
|
2024
Q2 | $27.1M | Sell |
49,609
-6,187
| -11% | -$3.39M | 1.08% | 11 |
|
|
2024
Q1 | $29.3M | Buy |
55,796
+7,843
| +16% | +$4.12M | 1.29% | 5 |
|
|
2023
Q4 | $22.9M | Sell |
47,953
-4,068
| -8% | -$1.94M | 1.08% | 8 |
|
|
2023
Q3 | $22.3M | Buy |
52,021
+314
| +0.6% | +$135K | 1% | 8 |
|
|
2023
Q2 | $23M | Sell |
51,707
-4,909
| -9% | -$2.19M | 0.96% | 11 |
|
|
2023
Q1 | $12M | Sell |
56,616
-79,835
| -59% | -$17M | 0.52% | 37 |
|
|
2022
Q4 | $29M | Sell |
136,451
-16,208
| -11% | -$3.44M | 0.77% | 13 |
|
|
2022
Q3 | $32.4M | Buy |
152,659
+32,488
| +27% | +$6.9M | 0.85% | 8 |
|
|
2022
Q2 | $25.5M | Hold |
120,171
| – | – | 0.82% | 7 |
|
|
2022
Q1 | $25.5M | Buy |
120,171
+52,127
| +77% | +$11.1M | 0.82% | 7 |
|
|
2021
Q4 | $32.5M | Buy |
68,044
+18,369
| +37% | +$8.76M | 0.63% | 17 |
|
|
2021
Q3 | $21.4M | Buy |
49,675
+20,756
| +72% | +$8.94M | 0.43% | 26 |
|
|
2021
Q2 | $12.4M | Buy |
28,919
+2,172
| +8% | +$933K | 0.26% | 40 |
|
|
2021
Q1 | $10.7M | Sell |
26,747
-15,762
| -37% | -$6.28M | 0.21% | 44 |
|
|
2020
Q4 | $16M | Sell |
42,509
-7,188
| -14% | -$2.7M | 0.65% | 18 |
|
|
2020
Q3 | $16.7M | Sell |
49,697
-5,774
| -10% | -$1.94M | 1% | 11 |
|
|
2020
Q2 | $17M | Buy |
55,471
+9,685
| +21% | +$2.96M | 1.34% | 7 |
|
|
2020
Q1 | $12M | Sell |
45,786
-33,222
| -42% | -$8.71M | 1.21% | 7 |
|
|
2019
Q4 | $25.6M | Sell |
79,008
-19,553
| -20% | -$6.34M | 1.93% | 4 |
|
|
2019
Q3 | $29.3M | Buy |
+98,561
| New | +$29.3M | 1.96% | 4 |
|
|
2019
Q1 | $15.2M | Sell |
53,427
-19,262
| -26% | -$5.48M | 2.08% | 6 |
|
|
2018
Q4 | $18.1M | Sell |
72,689
-22,675
| -24% | -$5.65M | 1.1% | 8 |
|
|
2018
Q3 | $27.9M | Sell |
95,364
-29,192
| -23% | -$8.55M | 1.14% | 8 |
|
|
2018
Q2 | $34M | Buy |
124,556
+6,383
| +5% | +$1.74M | 1.43% | 6 |
|
|
2018
Q1 | $31.8M | Hold |
118,173
| – | – | 1.44% | 6 |
|
|
2017
Q4 | $31.8M | Buy |
118,173
+419
| +0.4% | +$113K | 1.44% | 5 |
|
|
2017
Q3 | $29.8M | Sell |
117,754
-19,836
| -14% | -$5.02M | 1.18% | 7 |
|
|
2017
Q2 | $33.5M | Buy |
137,590
+48,845
| +55% | +$11.9M | 1.42% | 4 |
|
|
2017
Q1 | $21.1M | Buy |
88,745
+11,928
| +16% | +$2.83M | 0.92% | 9 |
|
|
2016
Q4 | $17.3M | Buy |
76,817
+14,160
| +23% | +$3.19M | 0.83% | 13 |
|
|
2016
Q3 | $13.6M | Buy |
62,657
+3,621
| +6% | +$788K | 0.71% | 18 |
|
|
2016
Q2 | $12.4M | Buy |
59,036
+5,609
| +10% | +$1.18M | 0.69% | 19 |
|
|
2016
Q1 | $15.2M | Buy |
53,427
+1,486
| +3% | +$423K | 2.08% | 6 |
|
|
2015
Q4 | $10.6M | Buy |
+51,941
| New | +$10.6M | 0.71% | 17 |
|