Independent Family Office’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 | $974K | Buy |
1,568
+5
| +0.3% | +$3.1K | 0.45% | 41 |
|
|
2025
Q1 | $878K | Buy |
1,563
+129
| +9% | +$72.5K | 0.46% | 40 |
|
|
2024
Q4 | $844K | Hold |
1,434
| – | – | 0.44% | 39 |
|
|
2024
Q3 | $827K | Hold |
1,434
| – | – | 0.42% | 40 |
|
|
2024
Q2 | $785K | Hold |
1,434
| – | – | 0.45% | 38 |
|
|
2024
Q1 | $754K | Hold |
1,434
| – | – | 0.4% | 41 |
|
|
2023
Q4 | $685K | Hold |
1,434
| – | – | 0.39% | 40 |
|
|
2023
Q3 | $616K | Buy |
+1,434
| New | +$616K | 0.38% | 43 |
|