Melfa 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 | $3.02M | Sell |
4,869
-10
| -0.2% | -$6.21K | 1.91% | 11 |
|
|
2025
Q1 | $2.74M | Sell |
4,879
-54
| -1% | -$30.3K | 1.85% | 9 |
|
|
2024
Q4 | $2.9M | Sell |
4,933
-64
| -1% | -$37.7K | 1.94% | 8 |
|
|
2024
Q3 | $2.88M | Sell |
4,997
-45
| -0.9% | -$26K | 1.9% | 8 |
|
|
2024
Q2 | $2.76M | Buy |
5,042
+244
| +5% | +$134K | 1.93% | 7 |
|
|
2024
Q1 | $2.52M | Buy |
+4,798
| New | +$2.52M | 1.82% | 9 |
|