LongView Wealth Management’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 | $1.29M | Buy |
2,076
+345
| +20% | +$214K | 0.39% | 57 |
|
|
2025
Q1 | $973K | Buy |
1,731
+233
| +16% | +$131K | 0.29% | 74 |
|
|
2024
Q4 | $882K | Buy |
1,498
+56
| +4% | +$33K | 0.27% | 78 |
|
|
2024
Q3 | $832K | Buy |
1,442
+192
| +15% | +$111K | 0.27% | 77 |
|
|
2024
Q2 | $684K | Buy |
1,250
+186
| +17% | +$102K | 0.25% | 80 |
|
|
2024
Q1 | $559K | Buy |
1,064
+51
| +5% | +$26.8K | 0.22% | 87 |
|
|
2023
Q4 | $482K | Buy |
+1,013
| New | +$482K | 0.22% | 96 |
|