Proathlete Wealth Management’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 | $88.2M | Buy |
142,016
+21,150
| +17% | +$13.1M | 28.06% | 1 |
|
|
2025
Q1 | $67.9M | Buy |
120,866
+6,198
| +5% | +$3.48M | 24.76% | 1 |
|
|
2024
Q4 | $67.5M | Buy |
114,668
+7,764
| +7% | +$4.57M | 25.42% | 1 |
|
|
2024
Q3 | $61.7M | Buy |
106,904
+5,324
| +5% | +$3.07M | 25.41% | 1 |
|
|
2024
Q2 | $55.6M | Buy |
101,580
+5,229
| +5% | +$2.86M | 26.32% | 1 |
|
|
2024
Q1 | $50.7M | Buy |
96,351
+2,091
| +2% | +$1.1M | 26.94% | 1 |
|
|
2023
Q4 | $45M | Buy |
+94,260
| New | +$45M | 26.64% | 1 |
|