Oldfather Financial Services’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 | $3.94M | Sell |
6,338
-235
| -4% | -$146K | 1.35% | 18 |
|
|
2025
Q1 | $3.69M | Buy |
6,573
+131
| +2% | +$73.6K | 1.4% | 18 |
|
|
2024
Q4 | $3.79M | Sell |
6,442
-20
| -0.3% | -$11.8K | 1.44% | 16 |
|
|
2024
Q3 | $3.73M | Sell |
6,462
-27
| -0.4% | -$15.6K | 1.43% | 15 |
|
|
2024
Q2 | $3.55M | Buy |
6,489
+4
| +0.1% | +$2.19K | 1.46% | 17 |
|
|
2024
Q1 | $3.41M | Sell |
6,485
-90
| -1% | -$47.3K | 1.4% | 16 |
|
|
2023
Q4 | $3.14M | Buy |
6,575
+13
| +0.2% | +$6.21K | 1.4% | 18 |
|
|
2023
Q3 | $2.82M | Sell |
6,562
-13
| -0.2% | -$5.58K | 1.43% | 16 |
|
|
2023
Q2 | $2.93M | Sell |
6,575
-87
| -1% | -$38.8K | 1.43% | 16 |
|
|
2023
Q1 | $2.74M | Buy |
6,662
+16
| +0.2% | +$6.58K | 1.42% | 16 |
|
|
2022
Q4 | $2.55M | Sell |
6,646
-897
| -12% | -$345K | 1.46% | 15 |
|
|
2022
Q3 | $2.71M | Sell |
7,543
-112
| -1% | -$40.2K | 1.7% | 15 |
|
|
2022
Q2 | $3.09M | Buy |
7,655
+116
| +2% | +$46.8K | 1.76% | 15 |
|
|
2022
Q1 | $3.24M | Sell |
7,539
-85
| -1% | -$36.5K | 1.76% | 16 |
|
|
2021
Q4 | $3.42M | Sell |
7,624
-22
| -0.3% | -$9.87K | 1.8% | 14 |
|
|
2021
Q3 | $3.59M | Buy |
7,646
+40
| +0.5% | +$18.8K | 1.84% | 13 |
|
|
2021
Q2 | $3.38M | Buy |
7,606
+4
| +0.1% | +$1.78K | 1.85% | 13 |
|
|
2021
Q1 | $3.12M | Sell |
7,602
-90
| -1% | -$36.9K | 1.79% | 14 |
|
|
2020
Q4 | $2.99M | Buy |
7,692
+47
| +0.6% | +$18.3K | 1.78% | 15 |
|
|
2020
Q3 | $2.67M | Buy |
7,645
+252
| +3% | +$88K | 1.9% | 13 |
|
|
2020
Q2 | $2.41M | Sell |
7,393
-64
| -0.9% | -$20.8K | 1.87% | 13 |
|
|
2020
Q1 | $2.14M | Buy |
7,457
+84
| +1% | +$24.2K | 2.04% | 12 |
|
|
2019
Q4 | $2.42M | Buy |
+7,373
| New | +$2.42M | 2.25% | 11 |
|