Palo Alto Wealth Advisors’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 | $412K | Buy |
664
+2
| +0.3% | +$1.24K | 0.16% | 37 |
|
|
2025
Q1 | $391K | Sell |
662
-43
| -6% | -$25.4K | 0.15% | 35 |
|
|
2024
Q4 | $415K | Sell |
705
-48
| -6% | -$28.3K | 0.15% | 36 |
|
|
2024
Q3 | $441K | Buy |
753
+3
| +0.4% | +$1.76K | 0.18% | 32 |
|
|
2024
Q2 | $410K | Buy |
750
+3
| +0.4% | +$1.64K | 0.28% | 28 |
|
|
2024
Q1 | $393K | Buy |
747
+2
| +0.3% | +$1.05K | 0.28% | 31 |
|
|
2023
Q4 | $356K | Sell |
745
-60
| -7% | -$28.7K | 0.27% | 32 |
|
|
2023
Q3 | $347K | Hold |
805
| – | – | 0.29% | 31 |
|
|
2023
Q2 | $359K | Sell |
805
-60
| -7% | -$26.7K | 0.29% | 31 |
|
|
2023
Q1 | $356K | Sell |
865
-127
| -13% | -$52.2K | 0.28% | 32 |
|
|
2022
Q4 | $381K | Buy |
+992
| New | +$381K | 0.32% | 32 |
|