Meredith Wealth Planning’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 | $290K | Buy |
468
+2
| +0.4% | +$1.24K | 0.11% | 49 |
|
|
2025
Q1 | $262K | Buy |
466
+1
| +0.2% | +$562 | 0.12% | 45 |
|
|
2024
Q4 | $274K | Buy |
465
+62
| +15% | +$36.5K | 0.12% | 46 |
|
|
2024
Q3 | $232K | Buy |
403
+2
| +0.5% | +$1.15K | 0.11% | 43 |
|
|
2024
Q2 | $219K | Sell |
401
-54
| -12% | -$29.6K | 0.12% | 44 |
|
|
2024
Q1 | $239K | Sell |
455
-8
| -2% | -$4.21K | 0.13% | 38 |
|
|
2023
Q4 | $221K | Buy |
+463
| New | +$221K | 0.14% | 42 |
|