Madden Securities’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 | $1.24M | Hold |
2,000
| – | – | 0.42% | 56 |
|
|
2025
Q1 | $1.12M | Hold |
2,000
| – | – | 0.44% | 55 |
|
|
2024
Q4 | $1.18M | Hold |
2,000
| – | – | 0.47% | 51 |
|
|
2024
Q3 | $1.15M | Sell |
2,000
-405
| -17% | -$234K | 0.5% | 49 |
|
|
2024
Q2 | $1.32M | Hold |
2,405
| – | – | 0.58% | 43 |
|
|
2024
Q1 | $1.26M | Buy |
+2,405
| New | +$1.26M | 0.58% | 42 |
|
|
2020
Q3 | – | Sell |
-812
| Closed | -$251K | – | 121 |
|
|
2020
Q2 | $251K | Buy |
+812
| New | +$251K | 0.22% | 88 |
|
|
2019
Q4 | $263K | Buy |
+812
| New | +$263K | 0.26% | 93 |
|