Opinicus Capital’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 | $225K | Buy |
363
+1
| +0.3% | +$621 | 0.17% | 99 |
|
|
2025
Q1 | $203K | Buy |
362
+1
| +0.3% | +$562 | 0.18% | 95 |
|
|
2024
Q4 | $212K | Sell |
361
-6
| -2% | -$3.53K | 0.18% | 90 |
|
|
2024
Q3 | $211K | Buy |
+367
| New | +$211K | 0.17% | 96 |
|
|
2024
Q1 | – | Sell |
-471
| Closed | -$225K | – | 104 |
|
|
2023
Q4 | $225K | Buy |
+471
| New | +$225K | 0.23% | 94 |
|