Sensible Money’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 | $1.19M | Buy |
1,916
+3
| +0.2% | +$1.86K | 0.45% | 19 |
|
|
2025
Q1 | $1.08M | Sell |
1,913
-4
| -0.2% | -$2.25K | 0.46% | 19 |
|
|
2024
Q4 | $1.13M | Buy |
1,917
+23
| +1% | +$13.5K | 0.49% | 19 |
|
|
2024
Q3 | $1.09M | Sell |
1,894
-74
| -4% | -$42.7K | 0.48% | 20 |
|
|
2024
Q2 | $1.08M | Buy |
1,968
+3
| +0.2% | +$1.64K | 0.53% | 20 |
|
|
2024
Q1 | $1.03M | Buy |
1,965
+21
| +1% | +$11K | 0.56% | 19 |
|
|
2023
Q4 | $929K | Buy |
1,944
+595
| +44% | +$284K | 0.56% | 20 |
|
|
2023
Q3 | $579K | Buy |
1,349
+123
| +10% | +$52.8K | 0.41% | 30 |
|
|
2023
Q2 | $547K | Hold |
1,226
| – | – | 0.4% | 33 |
|
|
2023
Q1 | $504K | Buy |
1,226
+163
| +15% | +$67K | 0.44% | 33 |
|
|
2022
Q4 | $408K | Buy |
+1,063
| New | +$408K | 0.44% | 34 |
|