Seven Post Investment Office’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 | $2.4M | Hold |
3,860
| – | – | 0.9% | 18 |
|
|
2025
Q1 | $2.17M | Hold |
3,860
| – | – | 0.83% | 17 |
|
|
2024
Q4 | $2.27M | Hold |
3,860
| – | – | 0.87% | 17 |
|
|
2024
Q3 | $2.23M | Hold |
3,860
| – | – | 0.34% | 25 |
|
|
2024
Q2 | $2.11M | Hold |
3,860
| – | – | 0.39% | 23 |
|
|
2024
Q1 | $2.03M | Hold |
3,860
| – | – | 0.5% | 22 |
|
|
2023
Q4 | $1.84M | Hold |
3,860
| – | – | 0.46% | 23 |
|
|
2023
Q3 | $1.66M | Hold |
3,860
| – | – | 0.46% | 23 |
|
|
2023
Q2 | $1.72M | Buy |
+3,860
| New | +$1.72M | 0.52% | 21 |
|