Longview Financial Advisors’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 | $498K | Sell |
802
-14
| -2% | -$8.7K | 0.42% | 26 |
|
|
2025
Q1 | $459K | Sell |
816
-1
| -0.1% | -$562 | 0.39% | 28 |
|
|
2024
Q4 | $481K | Sell |
817
-36
| -4% | -$21.2K | 0.38% | 30 |
|
|
2024
Q3 | $492K | Sell |
853
-109
| -11% | -$62.9K | 0.36% | 31 |
|
|
2024
Q2 | $527K | Buy |
962
+6
| +0.6% | +$3.29K | 0.4% | 30 |
|
|
2024
Q1 | $503K | Sell |
956
-4
| -0.4% | -$2.1K | 0.38% | 28 |
|
|
2023
Q4 | $459K | Buy |
+960
| New | +$459K | 0.37% | 27 |
|