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