SHFA
SC&H Financial Advisors’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 | $11.8M | Buy |
18,971
+422
| +2% | +$262K | 2.01% | 13 |
|
|
2025
Q1 | $10.4M | Sell |
18,549
-187
| -1% | -$105K | 2.05% | 13 |
|
|
2024
Q4 | $11M | Sell |
18,736
-83
| -0.4% | -$48.9K | 2.28% | 11 |
|
|
2024
Q3 | $10.9M | Sell |
18,819
-183
| -1% | -$106K | 2.37% | 10 |
|
|
2024
Q2 | $10.4M | Buy |
19,002
+107
| +0.6% | +$58.6K | 2.55% | 10 |
|
|
2024
Q1 | $9.93M | Sell |
18,895
-592
| -3% | -$311K | 2.59% | 10 |
|
|
2023
Q4 | $9.31M | Sell |
19,487
-50
| -0.3% | -$23.9K | 2.68% | 10 |
|
|
2023
Q3 | $8.39M | Sell |
19,537
-323
| -2% | -$139K | 2.79% | 10 |
|
|
2023
Q2 | $8.85M | Buy |
19,860
+1,246
| +7% | +$555K | 2.93% | 10 |
|
|
2023
Q1 | $7.65M | Buy |
18,614
+811
| +5% | +$333K | 2.79% | 11 |
|
|
2022
Q4 | $6.84M | Hold |
17,803
| – | – | 2.83% | 11 |
|
|
2022
Q3 | $6.39M | Sell |
17,803
-734
| -4% | -$263K | 3.19% | 8 |
|
|
2022
Q2 | $7.03M | Buy |
18,537
+1,424
| +8% | +$540K | 3.28% | 7 |
|
|
2022
Q1 | $7.76M | Sell |
17,113
-590
| -3% | -$268K | 3.69% | 5 |
|
|
2021
Q4 | $8.44M | Buy |
+17,703
| New | +$8.44M | 4.66% | 3 |
|