Ignite Planners’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 | $770K | Sell |
1,221
-44
| -3% | -$27.7K | 0.13% | 158 |
|
|
2025
Q1 | $710K | Sell |
1,265
-545
| -30% | -$306K | 0.14% | 155 |
|
|
2024
Q4 | $1.08M | Buy |
1,810
+655
| +57% | +$390K | 0.24% | 95 |
|
|
2024
Q3 | $666K | Sell |
1,155
-110
| -9% | -$63.5K | 0.15% | 134 |
|
|
2024
Q2 | $705K | Buy |
1,265
+410
| +48% | +$229K | 0.17% | 124 |
|
|
2024
Q1 | $449K | Buy |
855
+1
| +0.1% | +$525 | 0.13% | 167 |
|
|
2023
Q4 | $405K | Sell |
854
-33
| -4% | -$15.7K | 0.12% | 174 |
|
|
2023
Q3 | $378K | Buy |
887
+141
| +19% | +$60.1K | 0.12% | 198 |
|
|
2023
Q2 | $329K | Sell |
746
-731
| -49% | -$322K | 0.13% | 175 |
|
|
2023
Q1 | $608K | Buy |
1,477
+1
| +0.1% | +$411 | 0.25% | 98 |
|
|
2022
Q4 | $602K | Buy |
+1,476
| New | +$602K | 0.25% | 102 |
|