Prosperity 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 | $1.23M | Sell |
1,983
-1
| -0.1% | -$621 | 0.46% | 45 |
|
|
2025
Q1 | $1.12M | Buy |
1,984
+85
| +4% | +$47.8K | 0.52% | 36 |
|
|
2024
Q4 | $1.12M | Buy |
1,899
+33
| +2% | +$19.4K | 0.46% | 36 |
|
|
2024
Q3 | $1.08M | Buy |
1,866
+52
| +3% | +$30K | 0.43% | 40 |
|
|
2024
Q2 | $993K | Buy |
1,814
+17
| +0.9% | +$9.31K | 0.49% | 37 |
|
|
2024
Q1 | $945K | Buy |
1,797
+419
| +30% | +$220K | 0.45% | 37 |
|
|
2023
Q4 | $658K | Sell |
1,378
-732
| -35% | -$350K | 0.43% | 36 |
|
|
2023
Q3 | $906K | Buy |
2,110
+46
| +2% | +$19.8K | 0.58% | 31 |
|
|
2023
Q2 | $920K | Sell |
2,064
-40
| -2% | -$17.8K | 0.6% | 27 |
|
|
2023
Q1 | $865K | Buy |
2,104
+201
| +11% | +$82.6K | 0.68% | 29 |
|
|
2022
Q4 | $731K | Buy |
+1,903
| New | +$731K | 0.69% | 32 |
|