MYeCFO’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
$265K Hold
428
0.13% 54
2025
Q1
$240K Hold
428
0.13% 55
2024
Q4
$252K Buy
428
+12
+3% +$7.06K 0.14% 52
2024
Q3
$240K Buy
416
+25
+6% +$14.4K 0.13% 54
2024
Q2
$214K Hold
391
0.12% 52
2024
Q1
$205K Buy
+391
New +$205K 0.12% 56