Mosaic Financial 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 | $14.3M | Buy |
23,050
+399
| +2% | +$248K | 10.95% | 1 |
|
|
2025
Q1 | $12.7M | Sell |
22,651
-484
| -2% | -$272K | 10.35% | 2 |
|
|
2024
Q4 | $13.6M | Buy |
23,135
+527
| +2% | +$310K | 9.77% | 2 |
|
|
2024
Q3 | $13M | Buy |
22,608
+73
| +0.3% | +$42.1K | 9.26% | 2 |
|
|
2024
Q2 | $12.3M | Buy |
22,535
+443
| +2% | +$242K | 8.86% | 2 |
|
|
2024
Q1 | $11.6M | Buy |
+22,092
| New | +$11.6M | 9.3% | 2 |
|