Scott Capital Advisors’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 | $2.02M | Buy |
3,221
+68
| +2% | +$42.6K | 0.55% | 18 |
|
|
2025
Q1 | $1.77M | Buy |
3,153
+98
| +3% | +$55.1K | 0.53% | 17 |
|
|
2024
Q4 | $1.78M | Buy |
3,055
+9
| +0.3% | +$5.26K | 0.51% | 19 |
|
|
2024
Q3 | $1.76M | Buy |
3,046
+11
| +0.4% | +$6.34K | 0.5% | 18 |
|
|
2024
Q2 | $1.7M | Buy |
3,035
+8
| +0.3% | +$4.47K | 0.5% | 20 |
|
|
2024
Q1 | $1.58M | Buy |
3,027
+8
| +0.3% | +$4.18K | 0.48% | 19 |
|
|
2023
Q4 | $1.44M | Buy |
3,019
+59
| +2% | +$28.2K | 0.48% | 19 |
|
|
2023
Q3 | $1.3M | Buy |
2,960
+12
| +0.4% | +$5.26K | 0.52% | 19 |
|
|
2023
Q2 | $1.31M | Buy |
2,948
+8
| +0.3% | +$3.57K | 0.57% | 18 |
|
|
2023
Q1 | $1.21M | Buy |
2,940
+13
| +0.4% | +$5.34K | 0.58% | 18 |
|
|
2022
Q4 | $1.12M | Buy |
2,927
+195
| +7% | +$74.9K | 0.64% | 17 |
|
|
2022
Q3 | $980K | Buy |
2,732
+348
| +15% | +$125K | 0.67% | 16 |
|
|
2022
Q2 | $904K | Buy |
2,384
+218
| +10% | +$82.7K | 0.61% | 17 |
|
|
2022
Q1 | $983K | Buy |
+2,166
| New | +$983K | 0.58% | 18 |
|