Redwood Wealth Management 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 | $3.47M | Buy |
5,593
+65
| +1% | +$40.4K | 1.56% | 13 |
|
|
2025
Q1 | $3.11M | Sell |
5,528
-110
| -2% | -$61.8K | 1.58% | 15 |
|
|
2024
Q4 | $3.32M | Sell |
5,638
-138
| -2% | -$81.2K | 1.62% | 12 |
|
|
2024
Q3 | $3.33M | Sell |
5,776
-154
| -3% | -$88.8K | 1.65% | 9 |
|
|
2024
Q2 | $3.25M | Buy |
5,930
+154
| +3% | +$84.3K | 2.44% | 6 |
|
|
2024
Q1 | $3.04M | Buy |
5,776
+5
| +0.1% | +$2.63K | 3.22% | 5 |
|
|
2023
Q4 | $2.76M | Sell |
5,771
-10
| -0.2% | -$4.78K | 3.06% | 5 |
|
|
2023
Q3 | $2.48M | Sell |
5,781
-189
| -3% | -$81.2K | 2.9% | 6 |
|
|
2023
Q2 | $2.66M | Buy |
5,970
+838
| +16% | +$374K | 2.95% | 5 |
|
|
2023
Q1 | $2.11M | Sell |
5,132
-34
| -0.7% | -$14K | 2.39% | 9 |
|
|
2022
Q4 | $1.98M | Buy |
+5,166
| New | +$1.98M | 2.48% | 9 |
|