SAI
Savvy Advisors Inc’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 | $48.8M | Buy |
78,572
+64,983
| +478% | +$40.3M | 3.26% | 4 |
|
|
2025
Q1 | $7.64M | Buy |
13,589
+6,806
| +100% | +$3.82M | 0.77% | 25 |
|
|
2024
Q4 | $3.99M | Buy |
6,783
+1,484
| +28% | +$874K | 0.48% | 35 |
|
|
2024
Q3 | $3.06M | Sell |
5,299
-8,897
| -63% | -$5.13M | 0.62% | 31 |
|
|
2024
Q2 | $7.77M | Buy |
14,196
+11,286
| +388% | +$6.18M | 2.53% | 5 |
|
|
2024
Q1 | $1.53M | Buy |
+2,910
| New | +$1.53M | 0.88% | 22 |
|