Plan Group 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 | $5.52M | Buy |
8,893
+7,645
| +613% | +$4.75M | 1.82% | 10 |
|
|
2025
Q1 | $701K | Buy |
1,248
+495
| +66% | +$278K | 0.25% | 78 |
|
|
2024
Q4 | $443K | Sell |
753
-17
| -2% | -$10K | 0.23% | 72 |
|
|
2024
Q3 | $444K | Sell |
770
-112
| -13% | -$64.6K | 0.23% | 72 |
|
|
2024
Q2 | $483K | Buy |
882
+77
| +10% | +$42.1K | 0.3% | 67 |
|
|
2024
Q1 | $423K | Buy |
805
+96
| +14% | +$50.5K | 0.28% | 55 |
|
|
2023
Q4 | $339K | Buy |
709
+47
| +7% | +$22.4K | 0.3% | 45 |
|
|
2023
Q3 | $284K | Buy |
662
+5
| +0.8% | +$2.15K | 0.2% | 55 |
|
|
2023
Q2 | $293K | Buy |
+657
| New | +$293K | 0.24% | 51 |
|