MilWealth 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 | $359K | Hold |
578
| – | – | 0.09% | 21 |
|
|
2025
Q1 | $325K | Sell |
578
-39
| -6% | -$21.9K | 0.09% | 24 |
|
|
2024
Q4 | $363K | Hold |
617
| – | – | 0.1% | 23 |
|
|
2024
Q3 | $356K | Hold |
617
| – | – | 0.1% | 22 |
|
|
2024
Q2 | $338K | Sell |
617
-108
| -15% | -$59.1K | 0.11% | 22 |
|
|
2024
Q1 | $381K | Sell |
725
-93
| -11% | -$48.9K | 0.12% | 21 |
|
|
2023
Q4 | $391K | Hold |
818
| – | – | 0.13% | 20 |
|
|
2023
Q3 | $351K | Sell |
818
-109
| -12% | -$46.8K | 0.14% | 18 |
|
|
2023
Q2 | $413K | Sell |
927
-47
| -5% | -$20.9K | 0.16% | 17 |
|
|
2023
Q1 | $400K | Hold |
974
| – | – | 0.16% | 17 |
|
|
2022
Q4 | $374K | Hold |
974
| – | – | 0.15% | 17 |
|
|
2022
Q3 | $349K | Sell |
974
-101
| -9% | -$36.2K | 0.15% | 18 |
|
|
2022
Q2 | $408K | Sell |
1,075
-39
| -4% | -$14.8K | 0.18% | 19 |
|
|
2022
Q1 | $505K | Hold |
1,114
| – | – | 0.19% | 21 |
|
|
2021
Q4 | $531K | Hold |
1,114
| – | – | 0.2% | 18 |
|
|
2021
Q3 | $480K | Hold |
1,114
| – | – | 0.18% | 17 |
|
|
2021
Q2 | $479K | Hold |
1,114
| – | – | 0.21% | 16 |
|
|
2021
Q1 | $443K | Hold |
1,114
| – | – | 0.21% | 15 |
|
|
2020
Q4 | $418K | Hold |
1,114
| – | – | 0.21% | 15 |
|
|
2020
Q3 | $374K | Hold |
1,114
| – | – | 0.21% | 15 |
|
|
2020
Q2 | $345K | Hold |
1,114
| – | – | 0.2% | 15 |
|
|
2020
Q1 | $288K | Hold |
1,114
| – | – | 0.22% | 16 |
|
|
2019
Q4 | $360K | Hold |
1,114
| – | – | 0.28% | 11 |
|
|
2019
Q3 | $333K | Hold |
1,114
| – | – | 0.28% | 11 |
|
|
2019
Q2 | $328K | Hold |
1,114
| – | – | 0.28% | 11 |
|
|
2019
Q1 | $317K | Hold |
1,114
| – | – | 0.28% | 11 |
|
|
2018
Q4 | $280K | Buy |
+1,114
| New | +$280K | 0.27% | 13 |
|