Prosperity Financial Group’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 | $865K | Buy |
1,392
+213
| +18% | +$132K | 0.37% | 69 |
|
|
2025
Q1 | $663K | Sell |
1,179
-27
| -2% | -$15.2K | 0.33% | 78 |
|
|
2024
Q4 | $710K | Buy |
1,206
+16
| +1% | +$9.42K | 0.35% | 73 |
|
|
2024
Q3 | $686K | Buy |
1,190
+118
| +11% | +$68.1K | 0.38% | 70 |
|
|
2024
Q2 | $587K | Buy |
1,072
+1
| +0.1% | +$547 | 0.37% | 67 |
|
|
2024
Q1 | $563K | Buy |
1,071
+178
| +20% | +$93.6K | 0.35% | 71 |
|
|
2023
Q4 | $426K | Buy |
893
+47
| +6% | +$22.4K | 0.3% | 75 |
|
|
2023
Q3 | $363K | Sell |
846
-393
| -32% | -$169K | 0.3% | 74 |
|
|
2023
Q2 | $552K | Buy |
1,239
+163
| +15% | +$72.7K | 0.49% | 49 |
|
|
2023
Q1 | $442K | Buy |
+1,076
| New | +$442K | 0.45% | 52 |
|