Silicon Valley Capital 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 | $1.15M | Buy |
1,859
+5
| +0.3% | +$3.11K | 0.12% | 47 |
|
|
2025
Q1 | $1.03M | Buy |
1,854
+6
| +0.3% | +$3.35K | 0.14% | 47 |
|
|
2024
Q4 | $1.09M | Buy |
1,848
+6
| +0.3% | +$3.53K | 0.12% | 48 |
|
|
2024
Q3 | $1.06M | Buy |
1,842
+7
| +0.4% | +$4.04K | 0.14% | 46 |
|
|
2024
Q2 | $1M | Buy |
1,835
+5
| +0.3% | +$2.74K | 0.14% | 45 |
|
|
2024
Q1 | $962K | Buy |
1,830
+6
| +0.3% | +$3.15K | 0.14% | 43 |
|
|
2023
Q4 | $871K | Buy |
1,824
+15
| +0.8% | +$7.17K | 0.15% | 44 |
|
|
2023
Q3 | $777K | Hold |
1,809
| – | – | 0.15% | 44 |
|
|
2023
Q2 | $806K | Buy |
1,809
+5
| +0.3% | +$2.23K | 0.15% | 43 |
|
|
2023
Q1 | $742K | Sell |
1,804
-87
| -5% | -$35.8K | 0.16% | 43 |
|
|
2022
Q4 | $726K | Sell |
1,891
-511
| -21% | -$196K | 0.17% | 42 |
|
|
2022
Q3 | $862K | Buy |
2,402
+42
| +2% | +$15.1K | 0.19% | 31 |
|
|
2022
Q2 | $895K | Buy |
2,360
+8
| +0.3% | +$3.03K | 0.19% | 26 |
|
|
2022
Q1 | $1.07M | Buy |
2,352
+7
| +0.3% | +$3.18K | 0.18% | 29 |
|
|
2021
Q4 | $1.12M | Sell |
2,345
-140
| -6% | -$66.7K | 0.18% | 31 |
|
|
2021
Q3 | $1.07M | Sell |
2,485
-10
| -0.4% | -$4.31K | 0.2% | 27 |
|
|
2021
Q2 | $1.07M | Buy |
2,495
+1,763
| +241% | +$758K | 0.21% | 24 |
|
|
2021
Q1 | $291K | Sell |
732
-32
| -4% | -$12.7K | 0.06% | 54 |
|
|
2020
Q4 | $287K | Buy |
764
+3
| +0.4% | +$1.13K | 0.06% | 49 |
|
|
2020
Q3 | $256K | Buy |
761
+3
| +0.4% | +$1.01K | 0.06% | 49 |
|
|
2020
Q2 | $235K | Buy |
+758
| New | +$235K | 0.07% | 37 |
|
|
2020
Q1 | – | Sell |
-751
| Closed | -$243K | – | 40 |
|
|
2019
Q4 | $243K | Buy |
751
+4
| +0.5% | +$1.29K | 0.08% | 38 |
|
|
2019
Q3 | $223K | Buy |
747
+3
| +0.4% | +$896 | 0.09% | 34 |
|
|
2019
Q2 | $219K | Sell |
744
-79
| -10% | -$23.3K | 0.09% | 33 |
|
|
2019
Q1 | $234K | Buy |
+823
| New | +$234K | 0.1% | 30 |
|