Keener Financial Planning’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 | $1.05M | Hold |
1,688
| – | – | 0.52% | 12 |
|
|
2025
Q1 | $948K | Hold |
1,688
| – | – | 0.62% | 12 |
|
|
2024
Q4 | $993K | Hold |
1,688
| – | – | 0.59% | 12 |
|
|
2024
Q3 | $973K | Hold |
1,688
| – | – | 0.64% | 11 |
|
|
2024
Q2 | $923K | Hold |
1,688
| – | – | 0.6% | 12 |
|
|
2024
Q1 | $888K | Buy |
1,688
+64
| +4% | +$33.7K | 0.61% | 14 |
|
|
2023
Q4 | $776K | Buy |
+1,624
| New | +$776K | 0.6% | 15 |
|