IMZ Advisory’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 | $346K | Buy |
548
+4
| +0.7% | +$2.52K | 0.14% | 28 |
|
|
2025
Q1 | $305K | Buy |
544
+6
| +1% | +$3.37K | 0.14% | 33 |
|
|
2024
Q4 | $317K | Buy |
538
+2
| +0.4% | +$1.18K | 0.14% | 31 |
|
|
2024
Q3 | $309K | Sell |
536
-60
| -10% | -$34.5K | 0.14% | 30 |
|
|
2024
Q2 | $326K | Buy |
596
+29
| +5% | +$15.9K | 0.16% | 26 |
|
|
2024
Q1 | $298K | Buy |
567
+50
| +10% | +$26.3K | 0.15% | 27 |
|
|
2023
Q4 | $260K | Buy |
+517
| New | +$260K | 0.14% | 28 |
|