Independent Wealth Network’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 | $969K | Buy |
1,561
+42
| +3% | +$26.1K | 0.35% | 78 |
|
|
2025
Q1 | $854K | Sell |
1,519
-61
| -4% | -$34.3K | 0.34% | 80 |
|
|
2024
Q4 | $930K | Sell |
1,580
-161
| -9% | -$94.8K | 0.38% | 72 |
|
|
2024
Q3 | $1M | Buy |
1,741
+150
| +9% | +$86.5K | 0.44% | 57 |
|
|
2024
Q2 | $871K | Sell |
1,591
-42
| -3% | -$23K | 0.41% | 66 |
|
|
2024
Q1 | $858K | Buy |
1,633
+43
| +3% | +$22.6K | 0.4% | 64 |
|
|
2023
Q4 | $759K | Sell |
1,590
-9
| -0.6% | -$4.3K | 0.4% | 66 |
|
|
2023
Q3 | $687K | Sell |
1,599
-216
| -12% | -$92.8K | 0.42% | 60 |
|
|
2023
Q2 | $809K | Buy |
1,815
+77
| +4% | +$34.3K | 0.49% | 48 |
|
|
2023
Q1 | $715K | Buy |
1,738
+251
| +17% | +$103K | 0.46% | 48 |
|
|
2022
Q4 | $571K | Sell |
1,487
-678
| -31% | -$260K | 0.39% | 58 |
|
|
2022
Q3 | $777K | Buy |
2,165
+756
| +54% | +$271K | 0.61% | 36 |
|
|
2022
Q2 | $534K | Buy |
1,409
+141
| +11% | +$53.4K | 0.38% | 67 |
|
|
2022
Q1 | $575K | Sell |
1,268
-672
| -35% | -$305K | 0.37% | 72 |
|
|
2021
Q4 | $925K | Buy |
1,940
+516
| +36% | +$246K | 0.57% | 45 |
|
|
2021
Q3 | $665K | Buy |
+1,424
| New | +$665K | 0.43% | 61 |
|