SkyOak Wealth’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 | $1.44M | Hold |
2,324
| – | – | 0.29% | 69 |
|
|
2025
Q1 | $1.31M | Sell |
2,324
-138
| -6% | -$77.5K | 0.29% | 70 |
|
|
2024
Q4 | $1.45M | Buy |
2,462
+97
| +4% | +$57.1K | 0.31% | 68 |
|
|
2024
Q3 | $1.36M | Sell |
2,365
-83
| -3% | -$47.9K | 0.3% | 67 |
|
|
2024
Q2 | $1.34M | Hold |
2,448
| – | – | 0.31% | 66 |
|
|
2024
Q1 | $1.29M | Buy |
2,448
+304
| +14% | +$160K | 0.31% | 65 |
|
|
2023
Q4 | $1.02M | Hold |
2,144
| – | – | 0.27% | 73 |
|
|
2023
Q3 | $921K | Buy |
2,144
+358
| +20% | +$154K | 0.27% | 75 |
|
|
2023
Q2 | $796K | Sell |
1,786
-200
| -10% | -$89.1K | 0.22% | 87 |
|
|
2023
Q1 | $816K | Hold |
1,986
| – | – | 0.25% | 85 |
|
|
2022
Q4 | $763K | Buy |
1,986
+75
| +4% | +$28.8K | 0.26% | 85 |
|
|
2022
Q3 | $685K | Buy |
1,911
+40
| +2% | +$14.3K | 0.25% | 91 |
|
|
2022
Q2 | $709K | Buy |
1,871
+90
| +5% | +$34.1K | 0.24% | 92 |
|
|
2022
Q1 | $808K | Buy |
1,781
+132
| +8% | +$59.9K | 0.22% | 97 |
|
|
2021
Q4 | $787K | Hold |
1,649
| – | – | 0.2% | 103 |
|
|
2021
Q3 | $710K | Hold |
1,649
| – | – | 0.19% | 106 |
|
|
2021
Q2 | $709K | Hold |
1,649
| – | – | 0.19% | 106 |
|
|
2021
Q1 | $691K | Sell |
1,649
-48
| -3% | -$20.1K | 0.19% | 107 |
|
|
2020
Q4 | $637K | Hold |
1,697
| – | – | 0.2% | 116 |
|
|
2020
Q3 | $570K | Sell |
1,697
-178
| -9% | -$59.8K | 0.2% | 113 |
|
|
2020
Q2 | $581K | Sell |
1,875
-695
| -27% | -$215K | 0.21% | 112 |
|
|
2020
Q1 | $664K | Buy |
2,570
+69
| +3% | +$17.8K | 0.34% | 73 |
|
|
2019
Q4 | $808K | Buy |
+2,501
| New | +$808K | 0.25% | 87 |
|