Partners in Financial Planning’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 | $879K | Hold |
1,416
| – | – | 0.16% | 50 |
|
|
2025
Q1 | $796K | Hold |
1,416
| – | – | 0.16% | 51 |
|
|
2024
Q4 | $833K | Buy |
1,416
+202
| +17% | +$119K | 0.17% | 49 |
|
|
2024
Q3 | $700K | Hold |
1,214
| – | – | 0.14% | 56 |
|
|
2024
Q2 | $664K | Hold |
1,214
| – | – | 0.14% | 56 |
|
|
2024
Q1 | $638K | Hold |
1,214
| – | – | 0.14% | 57 |
|
|
2023
Q4 | $580K | Buy |
1,214
+5
| +0.4% | +$2.39K | 0.14% | 56 |
|
|
2023
Q3 | $519K | Hold |
1,209
| – | – | 0.13% | 55 |
|
|
2023
Q2 | $539K | Buy |
1,209
+4
| +0.3% | +$1.78K | 0.14% | 57 |
|
|
2023
Q1 | $495K | Hold |
1,205
| – | – | 0.13% | 57 |
|
|
2022
Q4 | $461K | Hold |
1,205
| – | – | 0.13% | 61 |
|
|
2022
Q3 | $479K | Hold |
1,205
| – | – | 0.14% | 57 |
|
|
2022
Q2 | $493K | Hold |
1,205
| – | – | 0.16% | 54 |
|
|
2022
Q1 | $515K | Hold |
1,205
| – | – | 0.16% | 50 |
|
|
2021
Q4 | $533K | Hold |
1,205
| – | – | 0.16% | 47 |
|
|
2021
Q3 | $519K | Hold |
1,205
| – | – | 0.16% | 46 |
|
|
2021
Q2 | $518K | Buy |
+1,205
| New | +$518K | 0.16% | 44 |
|