Seven Mile Advisory’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 | $646K | Hold |
1,041
| – | – | 0.39% | 43 |
|
|
2025
Q1 | $585K | Hold |
1,041
| – | – | 0.39% | 49 |
|
|
2024
Q4 | $613K | Hold |
1,041
| – | – | 0.39% | 45 |
|
|
2024
Q3 | $600K | Hold |
1,041
| – | – | 0.4% | 48 |
|
|
2024
Q2 | $570K | Hold |
1,041
| – | – | 0.42% | 49 |
|
|
2024
Q1 | $547K | Hold |
1,041
| – | – | 0.42% | 52 |
|
|
2023
Q4 | $497K | Hold |
1,041
| – | – | 0.43% | 53 |
|
|
2023
Q3 | $447K | Buy |
+1,041
| New | +$447K | 0.47% | 50 |
|