RFA
Resurgent 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 | $2.53M | Sell |
4,080
-1,005
| -20% | -$624K | 1.39% | 14 |
|
|
2025
Q1 | $2.86M | Sell |
5,085
-309
| -6% | -$174K | 1.72% | 12 |
|
|
2024
Q4 | $3.18M | Sell |
5,394
-164
| -3% | -$96.6K | 1.87% | 11 |
|
|
2024
Q3 | $3.21M | Buy |
5,558
+57
| +1% | +$32.9K | 1.87% | 9 |
|
|
2024
Q2 | $3.01M | Sell |
5,501
-5,344
| -49% | -$2.92M | 1.87% | 10 |
|
|
2024
Q1 | $5.7M | Buy |
10,845
+2,786
| +35% | +$1.46M | 3.04% | 5 |
|
|
2023
Q4 | $3.85M | Sell |
8,059
-1,367
| -15% | -$653K | 2.36% | 3 |
|
|
2023
Q3 | $4.05M | Buy |
9,426
+1,215
| +15% | +$522K | 2.76% | 3 |
|
|
2023
Q2 | $3.66M | Sell |
8,211
-1,370
| -14% | -$611K | 2.42% | 3 |
|
|
2023
Q1 | $3.94M | Sell |
9,581
-435
| -4% | -$179K | 2.62% | 3 |
|
|
2022
Q4 | $3.85M | Buy |
10,016
+2,232
| +29% | +$858K | 2.03% | 5 |
|
|
2022
Q3 | $2.79M | Sell |
7,784
-359
| -4% | -$129K | 1.87% | 6 |
|
|
2022
Q2 | $3.09M | Buy |
8,143
+1,887
| +30% | +$715K | 1.98% | 5 |
|
|
2022
Q1 | $2.84M | Buy |
6,256
+1,160
| +23% | +$526K | 1.76% | 8 |
|
|
2021
Q4 | $2.43M | Buy |
+5,096
| New | +$2.43M | 1.94% | 9 |
|