Root Financial Partners’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 | $1.32M | Buy |
2,134
+136
| +7% | +$84.4K | 0.13% | 58 |
|
|
2025
Q1 | $1.12M | Buy |
1,998
+469
| +31% | +$264K | 0.12% | 62 |
|
|
2024
Q4 | $900K | Buy |
1,529
+38
| +3% | +$22.4K | 0.11% | 68 |
|
|
2024
Q3 | $860K | Buy |
1,491
+593
| +66% | +$342K | 0.14% | 57 |
|
|
2024
Q2 | $491K | Buy |
898
+333
| +59% | +$182K | 0.12% | 68 |
|
|
2024
Q1 | $297K | Buy |
565
+1
| +0.2% | +$526 | 0.09% | 80 |
|
|
2023
Q4 | $269K | Buy |
+564
| New | +$269K | 0.1% | 66 |
|