Sittner & Nelson’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 | $35.4K | Hold |
57
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $32K | Sell |
57
-6
| -10% | -$3.37K | 0.01% | 268 |
|
|
2024
Q4 | $37.1K | Hold |
63
| – | – | 0.02% | 246 |
|
|
2024
Q3 | $36.3K | Hold |
63
| – | – | 0.02% | 248 |
|
|
2024
Q2 | $34.5K | Buy |
63
+8
| +15% | +$4.38K | 0.02% | 241 |
|
|
2024
Q1 | $28.9K | Hold |
55
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $26.3K | Buy |
+55
| New | +$26.3K | 0.01% | 259 |
|