IA
Insight 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 | $4.54M | Sell |
7,308
-19
| -0.3% | -$11.8K | 0.73% | 22 |
|
|
2025
Q1 | $4.12M | Buy |
7,327
+580
| +9% | +$326K | 0.72% | 22 |
|
|
2024
Q4 | $3.99M | Hold |
6,747
| – | – | 0.67% | 22 |
|
|
2024
Q3 | $3.89M | Buy |
6,747
+4
| +0.1% | +$2.31K | 0.67% | 25 |
|
|
2024
Q2 | $3.69M | Sell |
6,743
-63
| -0.9% | -$34.5K | 0.67% | 21 |
|
|
2024
Q1 | $3.58M | Buy |
6,806
+200
| +3% | +$105K | 0.69% | 21 |
|
|
2023
Q4 | $3.15M | Buy |
6,606
+479
| +8% | +$229K | 0.67% | 23 |
|
|
2023
Q3 | $2.63M | Sell |
6,127
-18
| -0.3% | -$7.73K | 0.6% | 25 |
|
|
2023
Q2 | $2.74M | Sell |
6,145
-103
| -2% | -$45.9K | 0.61% | 25 |
|
|
2023
Q1 | $2.57M | Sell |
6,248
-5
| -0.1% | -$2.06K | 0.6% | 27 |
|
|
2022
Q4 | $2.39M | Sell |
6,253
-57
| -0.9% | -$21.8K | 0.84% | 26 |
|
|
2022
Q3 | $2.26M | Sell |
6,310
-59
| -0.9% | -$21.2K | 0.89% | 27 |
|
|
2022
Q2 | $2.65M | Sell |
6,369
-335
| -5% | -$139K | 0.9% | 23 |
|
|
2022
Q1 | $3.04M | Sell |
6,704
-157
| -2% | -$71.2K | 0.91% | 21 |
|
|
2021
Q4 | $3.27M | Buy |
6,861
+9
| +0.1% | +$4.29K | 0.97% | 21 |
|
|
2021
Q3 | $3.21M | Sell |
6,852
-103
| -1% | -$48.3K | 0.96% | 18 |
|
|
2021
Q2 | $3.06M | Sell |
6,955
-55
| -0.8% | -$24.2K | 0.96% | 18 |
|
|
2021
Q1 | $2.94M | Buy |
7,010
+164
| +2% | +$68.7K | 0.93% | 18 |
|
|
2020
Q4 | $2.57M | Buy |
+6,846
| New | +$2.57M | 0.97% | 18 |
|