Richardson Financial Services’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 | $261K | Sell |
420
-195
| -32% | -$121K | 0.18% | 133 |
|
|
2025
Q1 | $346K | Buy |
615
+388
| +171% | +$218K | 0.26% | 106 |
|
|
2024
Q4 | $134K | Sell |
227
-511
| -69% | -$301K | 0.09% | 171 |
|
|
2024
Q3 | $411K | Buy |
738
+226
| +44% | +$126K | 0.26% | 98 |
|
|
2024
Q2 | $280K | Sell |
512
-27
| -5% | -$14.8K | 0.2% | 113 |
|
|
2024
Q1 | $283K | Buy |
539
+436
| +423% | +$229K | 0.2% | 114 |
|
|
2023
Q4 | $49.2K | Buy |
+103
| New | +$49.2K | 0.04% | 212 |
|