IFPG
Intrepid Financial Planning Group’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 | $27.6M | Sell |
44,430
-829
| -2% | -$515K | 11.59% | 1 |
|
|
2025
Q1 | $25.5M | Sell |
45,259
-1,293
| -3% | -$727K | 11.79% | 1 |
|
|
2024
Q4 | $27.4M | Sell |
46,552
-1,270
| -3% | -$748K | 11.58% | 1 |
|
|
2024
Q3 | $27.6M | Sell |
47,822
-2,039
| -4% | -$1.18M | 11.81% | 1 |
|
|
2024
Q2 | $27.3M | Sell |
49,861
-786
| -2% | -$430K | 11.71% | 1 |
|
|
2024
Q1 | $26.6M | Sell |
50,647
-829
| -2% | -$436K | 11.5% | 1 |
|
|
2023
Q4 | $24.6M | Sell |
51,476
-1,205
| -2% | -$576K | 11.76% | 1 |
|
|
2023
Q3 | $22.6M | Sell |
52,681
-1,559
| -3% | -$669K | 11.72% | 1 |
|
|
2023
Q2 | $24.2M | Sell |
54,240
-603
| -1% | -$269K | 11.6% | 1 |
|
|
2023
Q1 | $22.5M | Sell |
54,843
-1,156
| -2% | -$475K | 11.37% | 1 |
|
|
2022
Q4 | $21.5M | Sell |
55,999
-1,280
| -2% | -$492K | 11.69% | 1 |
|
|
2022
Q3 | $20.5M | Sell |
57,279
-272
| -0.5% | -$97.6K | 11.67% | 1 |
|
|
2022
Q2 | $21.8M | Buy |
+57,551
| New | +$21.8M | 11.99% | 1 |
|