ShoreHaven Wealth Partners’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 | $229K | Sell |
369
-165
| -31% | -$103K | 0.09% | 87 |
|
|
2025
Q1 | $301K | Hold |
534
| – | – | 0.14% | 75 |
|
|
2024
Q4 | $315K | Sell |
534
-5
| -0.9% | -$2.95K | 0.15% | 72 |
|
|
2024
Q3 | $311K | Sell |
539
-3
| -0.6% | -$1.73K | 0.15% | 69 |
|
|
2024
Q2 | $297K | Buy |
542
+3
| +0.6% | +$1.64K | 0.16% | 67 |
|
|
2024
Q1 | $284K | Buy |
539
+9
| +2% | +$4.74K | 0.16% | 69 |
|
|
2023
Q4 | $253K | Buy |
+530
| New | +$253K | 0.15% | 69 |
|