QFA
Quantum Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Hold |
779
| – | – | 0.07% | 90 |
|
|
2025
Q1 | $438K | Hold |
779
| – | – | 0.07% | 96 |
|
|
2024
Q4 | $459K | Hold |
779
| – | – | 0.07% | 92 |
|
|
2024
Q3 | $449K | Hold |
779
| – | – | 0.07% | 96 |
|
|
2024
Q2 | $426K | Hold |
779
| – | – | 0.07% | 93 |
|
|
2024
Q1 | $410K | Sell |
779
-46
| -6% | -$24.2K | 0.08% | 89 |
|
|
2023
Q4 | $394K | Buy |
825
+46
| +6% | +$22K | 0.1% | 61 |
|
|
2023
Q3 | $335K | Sell |
779
-362
| -32% | -$155K | 0.1% | 71 |
|
|
2023
Q2 | $509K | Buy |
1,141
+481
| +73% | +$214K | 0.15% | 45 |
|
|
2023
Q1 | $271K | Buy |
+660
| New | +$271K | 0.09% | 69 |
|