Leading Edge 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 | $416K | Buy |
669
+70
| +12% | +$43.5K | 0.12% | 39 |
|
|
2025
Q1 | $337K | Hold |
599
| – | – | 0.11% | 43 |
|
|
2024
Q4 | $353K | Buy |
599
+182
| +44% | +$107K | 0.12% | 42 |
|
|
2024
Q3 | $241K | Buy |
417
+35
| +9% | +$20.2K | 0.08% | 46 |
|
|
2024
Q2 | $209K | Hold |
382
| – | – | 0.08% | 48 |
|
|
2024
Q1 | $201K | Sell |
382
-85
| -18% | -$44.7K | 0.09% | 52 |
|
|
2023
Q4 | $223K | Buy |
+467
| New | +$223K | 0.12% | 56 |
|
|
2023
Q1 | – | Sell |
-902
| Closed | -$346K | – | 68 |
|
|
2022
Q4 | $346K | Buy |
+902
| New | +$346K | 0.3% | 47 |
|