Professional Financial 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 | $222K | Hold |
358
| – | – | 0.05% | 112 |
|
|
2025
Q1 | $201K | Sell |
358
-30
| -8% | -$16.8K | 0.05% | 108 |
|
|
2024
Q4 | $229K | Buy |
388
+7
| +2% | +$4.12K | 0.06% | 101 |
|
|
2024
Q3 | $220K | Buy |
+381
| New | +$220K | 0.06% | 102 |
|
|
2024
Q1 | – | Sell |
-523
| Closed | -$250K | – | 105 |
|
|
2023
Q4 | $250K | Hold |
523
| – | – | 0.08% | 82 |
|
|
2023
Q3 | $224K | Buy |
+523
| New | +$224K | 0.1% | 85 |
|
|
2023
Q2 | – | Sell |
-597
| Closed | -$271K | – | 80 |
|
|
2023
Q1 | $271K | Buy |
+597
| New | +$271K | 0.16% | 55 |
|
|
2022
Q4 | – | Sell |
-443
| Closed | -$159K | – | 267 |
|
|
2022
Q3 | $159K | Buy |
443
+49
| +12% | +$17.6K | 0.1% | 80 |
|
|
2022
Q2 | $149K | Sell |
394
-203
| -34% | -$76.8K | 0.08% | 86 |
|
|
2022
Q1 | $271K | Buy |
597
+143
| +31% | +$64.9K | 0.12% | 70 |
|
|
2021
Q4 | $216K | Buy |
454
+163
| +56% | +$77.6K | 0.09% | 101 |
|
|
2021
Q3 | $126K | Buy |
291
+5
| +2% | +$2.17K | 0.07% | 102 |
|
|
2021
Q2 | $123K | Buy |
286
+185
| +183% | +$79.6K | 0.07% | 113 |
|
|
2021
Q1 | $40K | Sell |
101
-15
| -13% | -$5.94K | 0.02% | 143 |
|
|
2020
Q4 | $44K | Sell |
116
-9
| -7% | -$3.41K | 0.03% | 132 |
|
|
2020
Q3 | $41K | Buy |
+125
| New | +$41K | 0.04% | 126 |
|
|
2020
Q1 | – | Sell |
-2,085
| Closed | -$674K | – | 60 |
|
|
2019
Q4 | $674K | Buy |
+2,085
| New | +$674K | 0.64% | 41 |
|