IGGA
Iron Gate Global 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 | $260K | Sell |
419
-109
| -21% | -$67.7K | 0.03% | 70 |
|
|
2025
Q1 | $297K | Sell |
528
-1
| -0.2% | -$562 | 0.04% | 68 |
|
|
2024
Q4 | $311K | Sell |
529
-78
| -13% | -$45.9K | 0.04% | 68 |
|
|
2024
Q3 | $350K | Buy |
607
+181
| +42% | +$104K | 0.05% | 60 |
|
|
2024
Q2 | $233K | Buy |
+426
| New | +$233K | 0.04% | 78 |
|
|
2024
Q1 | – | Sell |
-480
| Closed | -$229K | – | 91 |
|
|
2023
Q4 | $229K | Buy |
+480
| New | +$229K | 0.05% | 79 |
|
|
2023
Q3 | – | Sell |
-469
| Closed | -$209K | – | 85 |
|
|
2023
Q2 | $209K | Buy |
+469
| New | +$209K | 0.05% | 77 |
|
|
2022
Q2 | – | Sell |
-499
| Closed | -$227K | – | 92 |
|
|
2022
Q1 | $227K | Sell |
499
-106
| -18% | -$48.2K | 0.05% | 89 |
|
|
2021
Q4 | $289K | Hold |
605
| – | – | 0.07% | 83 |
|
|
2021
Q3 | $261K | Buy |
605
+5
| +0.8% | +$2.16K | 0.07% | 82 |
|
|
2021
Q2 | $258K | Buy |
600
+26
| +5% | +$11.2K | 0.07% | 87 |
|
|
2021
Q1 | $228K | Sell |
574
-48
| -8% | -$19.1K | 0.07% | 83 |
|
|
2020
Q4 | $233K | Sell |
622
-85
| -12% | -$31.8K | 0.09% | 81 |
|
|
2020
Q3 | $237K | Buy |
+707
| New | +$237K | 0.1% | 75 |
|
|
2018
Q4 | – | Sell |
-76
| Closed | -$21K | – | 130 |
|
|
2018
Q3 | $21K | Hold |
76
| – | – | 0.01% | 145 |
|
|
2018
Q2 | $21K | Buy |
+76
| New | +$21K | 0.02% | 116 |
|