IIA
Integral Investment 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 | $706K | Buy |
1,136
+135
| +13% | +$83.8K | 0.2% | 79 |
|
|
2025
Q1 | $563K | Buy |
1,001
+65
| +7% | +$36.5K | 0.18% | 93 |
|
|
2024
Q4 | $551K | Sell |
936
-3
| -0.3% | -$1.77K | 0.18% | 90 |
|
|
2024
Q3 | $542K | Hold |
939
| – | – | 0.18% | 97 |
|
|
2024
Q2 | $516K | Buy |
939
+72
| +8% | +$39.6K | 0.19% | 85 |
|
|
2024
Q1 | $456K | Buy |
+867
| New | +$456K | 0.19% | 93 |
|