RVW Wealth’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 | $577K | Hold |
930
| – | – | 0.05% | 89 |
|
|
2025
Q1 | $523K | Buy |
930
+188
| +25% | +$106K | 0.05% | 87 |
|
|
2024
Q4 | $437K | Sell |
742
-79
| -10% | -$46.5K | 0.04% | 99 |
|
|
2024
Q3 | $474K | Sell |
821
-20
| -2% | -$11.5K | 0.04% | 96 |
|
|
2024
Q2 | $460K | Buy |
841
+33
| +4% | +$18.1K | 0.05% | 94 |
|
|
2024
Q1 | $425K | Hold |
808
| – | – | 0.04% | 97 |
|
|
2023
Q4 | $386K | Hold |
808
| – | – | 0.04% | 105 |
|
|
2023
Q3 | $347K | Hold |
808
| – | – | 0.04% | 104 |
|
|
2023
Q2 | $360K | Buy |
+808
| New | +$360K | 0.04% | 106 |
|
|
2022
Q2 | – | Sell |
-3,141
| Closed | -$1.43M | – | 136 |
|
|
2022
Q1 | $1.43M | Buy |
+3,141
| New | +$1.43M | 0.16% | 64 |
|
|
2020
Q2 | – | Sell |
-998
| Closed | -$258K | – | 101 |
|
|
2020
Q1 | $258K | Buy |
998
+365
| +58% | +$94.4K | 0.06% | 84 |
|
|
2019
Q4 | $205K | Buy |
+633
| New | +$205K | 0.04% | 73 |
|