McCollum Christoferson Group’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 | $376K | Hold |
605
| – | – | 0.11% | 54 |
|
|
2025
Q1 | $340K | Hold |
605
| – | – | 0.1% | 57 |
|
|
2024
Q4 | $356K | Hold |
605
| – | – | 0.11% | 56 |
|
|
2024
Q3 | $349K | Hold |
605
| – | – | 0.1% | 57 |
|
|
2024
Q2 | $331K | Buy |
605
+50
| +9% | +$27.4K | 0.1% | 56 |
|
|
2024
Q1 | $292K | Hold |
555
| – | – | 0.08% | 56 |
|
|
2023
Q4 | $265K | Sell |
555
-45
| -8% | -$21.5K | 0.08% | 55 |
|
|
2023
Q3 | $258K | Buy |
600
+120
| +25% | +$51.5K | 0.08% | 60 |
|
|
2023
Q2 | $214K | Buy |
+480
| New | +$214K | 0.06% | 67 |
|