Secured Retirement 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
Q1 | – | Sell |
-671
| Closed | -$395K | – | 143 |
|
|
2024
Q4 | $395K | Hold |
671
| – | – | 0.23% | 111 |
|
|
2024
Q3 | $387K | Hold |
671
| – | – | 0.28% | 81 |
|
|
2024
Q2 | $367K | Sell |
671
-21
| -3% | -$11.5K | 0.29% | 81 |
|
|
2024
Q1 | $364K | Hold |
692
| – | – | 0.31% | 84 |
|
|
2023
Q4 | $331K | Buy |
+692
| New | +$331K | 0.32% | 81 |
|