Orcam Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $302K | Hold |
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|
2023
Q4 | $275K | Hold |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $274K | Buy |
|