RI
Rinkey Investments’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 | $4.41M | Hold |
7,108
| – | – | 1.33% | 21 |
|
|
2025
Q1 | $3.99M | Sell |
7,108
-6
| -0.1% | -$3.37K | 1.27% | 19 |
|
|
2024
Q4 | $4.19M | Buy |
7,114
+29
| +0.4% | +$17.1K | 1.34% | 20 |
|
|
2024
Q3 | $4.09M | Sell |
7,085
-46
| -0.6% | -$26.5K | 1.32% | 20 |
|
|
2024
Q2 | $3.9M | Hold |
7,131
| – | – | 1.4% | 16 |
|
|
2024
Q1 | $3.75M | Buy |
7,131
+2,075
| +41% | +$1.09M | 1.37% | 17 |
|
|
2023
Q4 | $2.42M | Buy |
+5,056
| New | +$2.42M | 0.95% | 21 |
|
|
2023
Q3 | – | Sell |
-456
| Closed | -$203K | – | 57 |
|
|
2023
Q2 | $203K | Buy |
+456
| New | +$203K | 0.09% | 55 |
|
|
2022
Q4 | – | Sell |
-533
| Closed | -$213K | – | 54 |
|
|
2022
Q3 | $213K | Buy |
+533
| New | +$213K | 0.16% | 34 |
|