Sebold Capital Management’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 | $1.79M | Buy |
2,883
+11
| +0.4% | +$6.83K | 1.1% | 23 |
|
|
2025
Q1 | $1.61M | Sell |
2,872
-135
| -4% | -$75.9K | 1.06% | 26 |
|
|
2024
Q4 | $1.77M | Hold |
3,007
| – | – | 1.19% | 23 |
|
|
2024
Q3 | $1.73M | Hold |
3,007
| – | – | 1.14% | 23 |
|
|
2024
Q2 | $1.65M | Sell |
3,007
-2
| -0.1% | -$1.09K | 1.14% | 24 |
|
|
2024
Q1 | $1.58M | Sell |
3,009
-30
| -1% | -$15.8K | 1.07% | 23 |
|
|
2023
Q4 | $1.45M | Sell |
3,039
-554
| -15% | -$265K | 1.07% | 23 |
|
|
2023
Q3 | $1.54M | Sell |
3,593
-273
| -7% | -$117K | 1.26% | 21 |
|
|
2023
Q2 | $1.72M | Sell |
3,866
-166
| -4% | -$74K | 1.37% | 21 |
|
|
2023
Q1 | $1.66M | Sell |
4,032
-213
| -5% | -$87.6K | 1.31% | 20 |
|
|
2022
Q4 | $1.63M | Buy |
+4,245
| New | +$1.63M | 1.34% | 21 |
|