IFA
Index Fund Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Buy |
12,313
+1,524
| +14% | +$946K | 0.43% | 16 |
|
|
2025
Q1 | $6.06M | Sell |
10,789
-60
| -0.6% | -$33.7K | 0.37% | 15 |
|
|
2024
Q4 | $6.39M | Sell |
10,849
-236
| -2% | -$139K | 0.35% | 15 |
|
|
2024
Q3 | $6.39M | Sell |
11,085
-38
| -0.3% | -$21.9K | 0.34% | 15 |
|
|
2024
Q2 | $6.09M | Sell |
11,123
-217
| -2% | -$119K | 0.34% | 15 |
|
|
2024
Q1 | $5.96M | Buy |
11,340
+63
| +0.6% | +$33.1K | 0.33% | 14 |
|
|
2023
Q4 | $5.39M | Sell |
11,277
-211
| -2% | -$101K | 0.32% | 14 |
|
|
2023
Q3 | $4.93M | Buy |
11,488
+288
| +3% | +$124K | 0.33% | 11 |
|
|
2023
Q2 | $4.99M | Sell |
11,200
-121
| -1% | -$53.9K | 0.33% | 10 |
|
|
2023
Q1 | $4.65M | Buy |
11,321
+64
| +0.6% | +$26.3K | 0.32% | 10 |
|
|
2022
Q4 | $4.33M | Buy |
11,257
+119
| +1% | +$45.7K | 0.3% | 10 |
|
|
2022
Q3 | $4M | Buy |
11,138
+3,369
| +43% | +$1.21M | 0.31% | 11 |
|
|
2022
Q2 | $2.95M | Sell |
7,769
-2,062
| -21% | -$782K | 0.22% | 13 |
|
|
2022
Q1 | $4.46M | Sell |
9,831
-265
| -3% | -$120K | 0.33% | 10 |
|
|
2021
Q4 | $4.82M | Buy |
+10,096
| New | +$4.82M | 0.34% | 10 |
|