Silvia McColl Wealth Management’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 | $2.65M | Hold |
4,275
| – | – | 1.93% | 12 |
|
|
2025
Q1 | $2.4M | Hold |
4,275
| – | – | 1.82% | 11 |
|
|
2024
Q4 | $2.52M | Hold |
4,275
| – | – | 1.89% | 10 |
|
|
2024
Q3 | $2.47M | Hold |
4,275
| – | – | 1.85% | 10 |
|
|
2024
Q2 | $2.34M | Hold |
4,275
| – | – | 1.94% | 11 |
|
|
2024
Q1 | $2.21M | Hold |
4,275
| – | – | 1.89% | 10 |
|
|
2023
Q4 | $2.04M | Hold |
4,275
| – | – | 1.84% | 9 |
|
|
2023
Q3 | $1.84M | Hold |
4,275
| – | – | 1.84% | 10 |
|
|
2023
Q2 | $1.91M | Hold |
4,275
| – | – | 1.77% | 10 |
|
|
2023
Q1 | $1.76M | Hold |
4,275
| – | – | 1.74% | 10 |
|
|
2022
Q4 | $1.64M | Buy |
+4,275
| New | +$1.64M | 1.61% | 11 |
|