SFM LLC’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 | $9.75M | Buy |
15,705
+6,958
| +80% | +$4.32M | 6.26% | 3 |
|
|
2025
Q1 | $4.92M | Sell |
8,747
-161
| -2% | -$90.5K | 3.61% | 6 |
|
|
2024
Q4 | $5.24M | Buy |
8,908
+64
| +0.7% | +$37.7K | 3.7% | 6 |
|
|
2024
Q3 | $5.1M | Sell |
8,844
-138
| -2% | -$79.6K | 3.82% | 5 |
|
|
2024
Q2 | $4.92M | Sell |
8,982
-77
| -0.8% | -$42.1K | 3.7% | 6 |
|
|
2024
Q1 | $4.76M | Sell |
9,059
-506
| -5% | -$266K | 3.64% | 6 |
|
|
2023
Q4 | $4.57M | Buy |
+9,565
| New | +$4.57M | 3.77% | 6 |
|