Sightline Wealth Advisors’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 | $1.25M | Buy |
2,019
+6
| +0.3% | +$3.73K | 0.61% | 34 |
|
|
2025
Q1 | $1.13M | Sell |
2,013
-154
| -7% | -$86.6K | 0.6% | 34 |
|
|
2024
Q4 | $1.28M | Buy |
2,167
+35
| +2% | +$20.6K | 0.69% | 31 |
|
|
2024
Q3 | $1.23M | Buy |
2,132
+191
| +10% | +$110K | 0.68% | 30 |
|
|
2024
Q2 | $1.06M | Buy |
1,941
+2
| +0.1% | +$1.09K | 0.66% | 30 |
|
|
2024
Q1 | $1.02M | Sell |
1,939
-211
| -10% | -$111K | 0.67% | 31 |
|
|
2023
Q4 | $1.03M | Buy |
2,150
+18
| +0.8% | +$8.6K | 0.78% | 29 |
|
|
2023
Q3 | $916K | Sell |
2,132
-363
| -15% | -$156K | 0.85% | 29 |
|
|
2023
Q2 | $1.03M | Buy |
2,495
+181
| +8% | +$74.4K | 1.02% | 21 |
|
|
2023
Q1 | $951K | Sell |
2,314
-1,331
| -37% | -$547K | 0.97% | 22 |
|
|
2022
Q4 | $1.4M | Sell |
3,645
-480
| -12% | -$184K | 1.51% | 13 |
|
|
2022
Q3 | $1.52M | Buy |
4,125
+354
| +9% | +$130K | 1.78% | 11 |
|
|
2022
Q2 | $1.42M | Sell |
3,771
-1,265
| -25% | -$477K | 1.39% | 13 |
|
|
2022
Q1 | $2.29M | Buy |
5,036
+2,477
| +97% | +$1.12M | 1.9% | 12 |
|
|
2021
Q4 | $1.23M | Sell |
2,559
-2,577
| -50% | -$1.24M | 1.1% | 14 |
|
|
2021
Q3 | $2.21M | Sell |
5,136
-3,977
| -44% | -$1.71M | 1.84% | 12 |
|
|
2021
Q2 | $3.92M | Sell |
9,113
-5,287
| -37% | -$2.27M | 3.24% | 10 |
|
|
2021
Q1 | $5.74M | Buy |
14,400
+12
| +0.1% | +$4.78K | 5.31% | 7 |
|
|
2020
Q4 | $5.4M | Buy |
+14,388
| New | +$5.4M | 5.32% | 7 |
|