Key Financial Inc’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 | $2.41M | Hold |
3,885
| – | – | 0.49% | 45 |
|
|
2025
Q1 | $2.18M | Sell |
3,885
-61
| -2% | -$34.3K | 0.48% | 47 |
|
|
2024
Q4 | $2.32M | Sell |
3,946
-28
| -0.7% | -$16.5K | 0.53% | 43 |
|
|
2024
Q3 | $2.29M | Sell |
3,974
-18
| -0.5% | -$10.4K | 0.51% | 42 |
|
|
2024
Q2 | $2.18M | Buy |
3,992
+655
| +20% | +$358K | 0.52% | 40 |
|
|
2024
Q1 | $1.75M | Sell |
3,337
-123
| -4% | -$64.7K | 0.45% | 47 |
|
|
2023
Q4 | $1.65M | Hold |
3,460
| – | – | 0.45% | 49 |
|
|
2023
Q3 | $1.49M | Buy |
3,460
+51
| +1% | +$21.9K | 0.5% | 44 |
|
|
2023
Q2 | $1.52M | Sell |
3,409
-137
| -4% | -$61.1K | 0.5% | 43 |
|
|
2023
Q1 | $1.46M | Sell |
3,546
-214
| -6% | -$88K | 0.53% | 41 |
|
|
2022
Q4 | $1.35M | Hold |
3,760
| – | – | 0.64% | 35 |
|
|
2022
Q3 | $1.35M | Buy |
3,760
+120
| +3% | +$43.1K | 0.63% | 35 |
|
|
2022
Q2 | $1.4M | Sell |
3,640
-65
| -2% | -$24.9K | 0.76% | 28 |
|
|
2022
Q1 | $1.68M | Buy |
3,705
+61
| +2% | +$27.7K | 0.84% | 24 |
|
|
2021
Q4 | $1.74M | Sell |
3,644
-74
| -2% | -$35.3K | 0.87% | 27 |
|
|
2021
Q3 | $1.6M | Sell |
3,718
-166
| -4% | -$71.5K | 0.91% | 24 |
|
|
2021
Q2 | $1.71M | Hold |
3,884
| – | – | 0.96% | 23 |
|
|
2021
Q1 | $1.55M | Sell |
3,884
-97
| -2% | -$38.6K | 1.02% | 20 |
|
|
2020
Q4 | $1.49M | Buy |
3,981
+289
| +8% | +$108K | 1.11% | 20 |
|
|
2020
Q3 | $1.24M | Buy |
3,692
+1,457
| +65% | +$490K | 1.27% | 22 |
|
|
2020
Q2 | $683K | Hold |
2,235
| – | – | 0.78% | 31 |
|
|
2020
Q1 | $586K | Sell |
2,235
-622
| -22% | -$163K | 0.6% | 33 |
|
|
2019
Q4 | $923K | Buy |
+2,857
| New | +$923K | 0.87% | 25 |
|