Sharp Financial Services’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 | $721K | Sell |
1,162
-335
| -22% | -$208K | 0.47% | 28 |
|
|
2025
Q1 | $841K | Sell |
1,497
-880
| -37% | -$494K | 0.64% | 23 |
|
|
2024
Q4 | $1.4M | Buy |
2,377
+1,191
| +100% | +$701K | 1.06% | 17 |
|
|
2024
Q3 | $684K | Buy |
1,186
+210
| +22% | +$121K | 0.53% | 32 |
|
|
2024
Q2 | $534K | Buy |
976
+201
| +26% | +$110K | 0.46% | 36 |
|
|
2024
Q1 | $407K | Buy |
775
+75
| +11% | +$39.4K | 0.38% | 55 |
|
|
2023
Q4 | $334K | Buy |
+700
| New | +$334K | 0.36% | 59 |
|