SFP
Sandbox Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
1,663
+3
| +0.2% | +$1.86K | 0.33% | 46 |
|
|
2025
Q1 | $933K | Buy |
1,660
+6
| +0.4% | +$3.37K | 0.33% | 46 |
|
|
2024
Q4 | $974K | Buy |
1,654
+18
| +1% | +$10.6K | 0.32% | 46 |
|
|
2024
Q3 | $944K | Buy |
1,636
+3
| +0.2% | +$1.73K | 0.33% | 46 |
|
|
2024
Q2 | $893K | Buy |
1,633
+29
| +2% | +$15.9K | 0.34% | 47 |
|
|
2024
Q1 | $843K | Buy |
1,604
+11
| +0.7% | +$5.78K | 0.35% | 46 |
|
|
2023
Q4 | $761K | Sell |
1,593
-129
| -7% | -$61.6K | 0.36% | 45 |
|
|
2023
Q3 | $739K | Sell |
1,722
-79
| -4% | -$33.9K | 0.39% | 41 |
|
|
2023
Q2 | $803K | Buy |
1,801
+102
| +6% | +$45.5K | 0.42% | 35 |
|
|
2023
Q1 | $699K | Buy |
1,699
+1,035
| +156% | +$426K | 0.42% | 36 |
|
|
2022
Q4 | $255K | Sell |
664
-485
| -42% | -$186K | 0.18% | 65 |
|
|
2022
Q3 | $412K | Buy |
+1,149
| New | +$412K | 0.3% | 45 |
|
|
2022
Q2 | – | Sell |
-517
| Closed | -$235K | – | 93 |
|
|
2022
Q1 | $235K | Buy |
517
+71
| +16% | +$32.3K | 0.13% | 79 |
|
|
2021
Q4 | $213K | Buy |
+446
| New | +$213K | 0.13% | 91 |
|
|
2021
Q3 | – | Sell |
-635
| Closed | -$273K | – | 100 |
|
|
2021
Q2 | $273K | Buy |
+635
| New | +$273K | 0.2% | 67 |
|