Schiavi & Co’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 | $376K | Hold |
605
| – | – | 0.13% | 24 |
|
|
2025
Q1 | $340K | Buy |
605
+40
| +7% | +$22.5K | 0.12% | 22 |
|
|
2024
Q4 | $332K | Hold |
565
| – | – | 0.13% | 23 |
|
|
2024
Q3 | $326K | Buy |
565
+142
| +34% | +$81.9K | 0.12% | 23 |
|
|
2024
Q2 | $231K | Buy |
423
+33
| +8% | +$18.1K | 0.09% | 30 |
|
|
2024
Q1 | $205K | Buy |
+390
| New | +$205K | 0.08% | 32 |
|