Penney Financial’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 | $1.15M | Hold |
1,854
| – | – | 0.59% | 20 |
|
|
2025
Q1 | $1.04M | Hold |
1,854
| – | – | 0.68% | 14 |
|
|
2024
Q4 | $1.09M | Hold |
1,854
| – | – | 0.73% | 14 |
|
|
2024
Q3 | $1.07M | Buy |
1,854
+15
| +0.8% | +$8.65K | 0.73% | 14 |
|
|
2024
Q2 | $1.01M | Buy |
1,839
+255
| +16% | +$140K | 0.74% | 14 |
|
|
2024
Q1 | $833K | Sell |
1,584
-20
| -1% | -$10.5K | 0.62% | 16 |
|
|
2023
Q4 | $766K | Buy |
+1,604
| New | +$766K | 0.63% | 18 |
|