Inspire Advisors’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 | $2.42M | Buy |
3,896
+58
| +2% | +$36K | 0.25% | 74 |
|
|
2025
Q1 | $2.16M | Buy |
3,838
+388
| +11% | +$218K | 0.25% | 71 |
|
|
2024
Q4 | $2.03M | Buy |
3,450
+55
| +2% | +$32.4K | 0.25% | 60 |
|
|
2024
Q3 | $1.96M | Buy |
3,395
+78
| +2% | +$45K | 0.24% | 53 |
|
|
2024
Q2 | $1.82M | Sell |
3,317
-493
| -13% | -$270K | 0.24% | 43 |
|
|
2024
Q1 | $2M | Buy |
3,810
+1,292
| +51% | +$679K | 0.28% | 30 |
|
|
2023
Q4 | $1.2M | Buy |
2,518
+1,171
| +87% | +$559K | 0.18% | 50 |
|
|
2023
Q3 | $578K | Buy |
1,347
+290
| +27% | +$124K | 0.1% | 114 |
|
|
2023
Q2 | $471K | Sell |
1,057
-152
| -13% | -$67.7K | 0.09% | 101 |
|
|
2023
Q1 | $497K | Sell |
1,209
-124
| -9% | -$51K | 0.11% | 77 |
|
|
2022
Q4 | $512K | Buy |
1,333
+106
| +9% | +$40.7K | 0.13% | 57 |
|
|
2022
Q3 | $440K | Buy |
1,227
+95
| +8% | +$34.1K | 0.12% | 27 |
|
|
2022
Q2 | $429K | Buy |
1,132
+3
| +0.3% | +$1.14K | 0.12% | 28 |
|
|
2022
Q1 | $512K | Buy |
1,129
+432
| +62% | +$196K | 0.14% | 27 |
|
|
2021
Q4 | $333K | Buy |
+697
| New | +$333K | 0.09% | 52 |
|
|
2021
Q2 | – | Sell |
-520
| Closed | -$207K | – | 94 |
|
|
2021
Q1 | $207K | Sell |
520
-146
| -22% | -$58.1K | 0.07% | 62 |
|
|
2020
Q4 | $250K | Buy |
+666
| New | +$250K | 0.09% | 48 |
|