Independent Investors Inc’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 | $1.29M | Sell |
2,076
-20
| -1% | -$12.4K | 0.28% | 36 |
|
|
2025
Q1 | $1.18M | Buy |
2,096
+3
| +0.1% | +$1.69K | 0.25% | 40 |
|
|
2024
Q4 | $1.23M | Sell |
2,093
-10
| -0.5% | -$5.89K | 0.24% | 39 |
|
|
2024
Q3 | $1.21M | Sell |
2,103
-40
| -2% | -$23.1K | 0.25% | 39 |
|
|
2024
Q2 | $1.17M | Sell |
2,143
-25
| -1% | -$13.7K | 0.26% | 38 |
|
|
2024
Q1 | $1.14M | Buy |
2,168
+298
| +16% | +$157K | 0.27% | 38 |
|
|
2023
Q4 | $893K | Sell |
1,870
-20
| -1% | -$9.55K | 0.21% | 39 |
|
|
2023
Q3 | $812K | Buy |
+1,890
| New | +$812K | 0.21% | 42 |
|
|
2021
Q3 | – | Sell |
-600
| Closed | -$258K | – | 74 |
|
|
2021
Q2 | $258K | Buy |
+600
| New | +$258K | 0.06% | 70 |
|