IFS
Intelligent Financial Strategies’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 | $4.2M | Sell |
6,758
-267
| -4% | -$166K | 2.23% | 9 |
|
|
2025
Q1 | $3.95M | Sell |
7,025
-106
| -1% | -$59.6K | 2.06% | 9 |
|
|
2024
Q4 | $4.2M | Sell |
7,131
-202
| -3% | -$119K | 2.32% | 8 |
|
|
2024
Q3 | $4.23M | Sell |
7,333
-97
| -1% | -$56K | 2.33% | 8 |
|
|
2024
Q2 | $4.07M | Sell |
7,430
-75
| -1% | -$41K | 2.5% | 8 |
|
|
2024
Q1 | $3.95M | Buy |
7,505
+138
| +2% | +$72.6K | 2.45% | 7 |
|
|
2023
Q4 | $3.52M | Sell |
7,367
-108
| -1% | -$51.6K | 2.46% | 9 |
|
|
2023
Q3 | $3.22M | Sell |
7,475
-614
| -8% | -$265K | 2.39% | 9 |
|
|
2023
Q2 | $3.61M | Buy |
8,089
+2
| +0% | +$891 | 2.63% | 9 |
|
|
2023
Q1 | $3.32M | Sell |
8,087
-224
| -3% | -$92.1K | 2.61% | 10 |
|
|
2022
Q4 | $3.19M | Buy |
8,311
+1,577
| +23% | +$606K | 2.69% | 10 |
|
|
2022
Q3 | $2.42M | Hold |
6,734
| – | – | 2.53% | 12 |
|
|
2022
Q2 | $2.55M | Sell |
6,734
-1,604
| -19% | -$608K | 2.59% | 12 |
|
|
2022
Q1 | $3.78M | Sell |
8,338
-213
| -2% | -$96.6K | 3.69% | 6 |
|
|
2021
Q4 | $4.08M | Buy |
+8,551
| New | +$4.08M | 3.67% | 6 |
|