Orcam 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 | $357K | Hold |
575
| – | – | 0.31% | 35 |
|
|
2025
Q1 | $323K | Hold |
575
| – | – | 0.3% | 36 |
|
|
2024
Q4 | $338K | Hold |
575
| – | – | 0.33% | 35 |
|
|
2024
Q3 | $332K | Hold |
575
| – | – | 0.32% | 35 |
|
|
2024
Q2 | $315K | Hold |
575
| – | – | 0.34% | 32 |
|
|
2024
Q1 | $302K | Hold |
575
| – | – | 0.33% | 32 |
|
|
2023
Q4 | $275K | Hold |
575
| – | – | 0.34% | 30 |
|
|
2023
Q3 | $247K | Hold |
575
| – | – | 0.33% | 29 |
|
|
2023
Q2 | $256K | Hold |
575
| – | – | 0.35% | 29 |
|
|
2023
Q1 | $236K | Hold |
575
| – | – | 0.33% | 30 |
|
|
2022
Q4 | $221K | Hold |
575
| – | – | 0.34% | 31 |
|
|
2022
Q3 | $206K | Hold |
575
| – | – | 0.35% | 25 |
|
|
2022
Q2 | $218K | Hold |
575
| – | – | 0.35% | 26 |
|
|
2022
Q1 | $261K | Hold |
575
| – | – | 0.37% | 27 |
|
|
2021
Q4 | $274K | Buy |
+575
| New | +$274K | 0.38% | 29 |
|