Rothschild Capital 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 | $612K | Buy |
986
+40
| +4% | +$24.8K | 0.16% | 38 |
|
|
2025
Q1 | $532K | Buy |
946
+198
| +26% | +$111K | 0.14% | 42 |
|
|
2024
Q4 | $440K | Sell |
748
-15
| -2% | -$8.83K | 0.11% | 54 |
|
|
2024
Q3 | $440K | Buy |
763
+2
| +0.3% | +$1.15K | 0.12% | 38 |
|
|
2024
Q2 | $416K | Buy |
761
+332
| +77% | +$182K | 0.12% | 37 |
|
|
2024
Q1 | $226K | Buy |
+429
| New | +$226K | 0.07% | 43 |
|