Sachetta’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 | $2.86M | Buy |
4,605
+1,184
| +35% | +$735K | 1.13% | 18 |
|
2025
Q1 | $1.92M | Buy |
3,421
+91
| +3% | +$51.1K | 0.79% | 23 |
|
2024
Q4 | $1.96M | Buy |
3,330
+36
| +1% | +$21.2K | 0.77% | 23 |
|
2024
Q3 | $1.9M | Sell |
3,294
-56
| -2% | -$32.3K | 0.75% | 23 |
|
2024
Q2 | $1.83M | Sell |
3,350
-1,800
| -35% | -$981K | 0.79% | 19 |
|
2024
Q1 | $2.46M | Buy |
5,150
+2
| +0% | +$955 | 1.17% | 14 |
|
2023
Q4 | $2.46M | Buy |
+5,148
| New | +$2.46M | 1.17% | 14 |
|