Insigneo Advisory Services’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 | $9.06M | Buy |
14,592
+1,707
| +13% | +$1.06M | 0.78% | 20 |
|
|
2025
Q1 | $7.24M | Buy |
12,885
+1,224
| +10% | +$688K | 0.75% | 19 |
|
|
2024
Q4 | $6.86M | Buy |
11,661
+4,311
| +59% | +$2.54M | 0.71% | 19 |
|
|
2024
Q3 | $4.24M | Buy |
7,350
+1,772
| +32% | +$1.02M | 0.43% | 40 |
|
|
2024
Q2 | $2.9M | Buy |
5,578
+1,406
| +34% | +$731K | 0.33% | 56 |
|
|
2024
Q1 | $2.19M | Buy |
4,172
+2,146
| +106% | +$1.13M | 0.26% | 72 |
|
|
2023
Q4 | $968K | Buy |
2,026
+111
| +6% | +$53K | 0.14% | 151 |
|
|
2023
Q3 | $826K | Buy |
1,915
+4
| +0.2% | +$1.73K | 0.17% | 122 |
|
|
2023
Q2 | $852K | Buy |
1,911
+1,018
| +114% | +$454K | 0.16% | 131 |
|
|
2023
Q1 | $367K | Sell |
893
-363
| -29% | -$149K | 0.12% | 180 |
|
|
2022
Q4 | $483K | Buy |
+1,256
| New | +$483K | 0.18% | 120 |
|