Slagle Financial’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 | $695K | Sell |
1,120
-62
| -5% | -$38.5K | 0.28% | 72 |
|
|
2025
Q1 | $664K | Buy |
1,182
+149
| +14% | +$83.7K | 0.29% | 65 |
|
|
2024
Q4 | $608K | Sell |
1,033
-88
| -8% | -$51.8K | 0.27% | 65 |
|
|
2024
Q3 | $647K | Sell |
1,121
-170
| -13% | -$98.1K | 0.29% | 67 |
|
|
2024
Q2 | $706K | Sell |
1,291
-89
| -6% | -$48.7K | 0.36% | 64 |
|
|
2024
Q1 | $726K | Sell |
1,380
-2,142
| -61% | -$1.13M | 0.39% | 64 |
|
|
2023
Q4 | $842K | Buy |
3,522
+1,746
| +98% | +$417K | 0.48% | 61 |
|
|
2023
Q3 | $762K | Sell |
1,776
-43
| -2% | -$18.5K | 0.47% | 63 |
|
|
2023
Q2 | $811K | Buy |
+1,819
| New | +$811K | 0.5% | 63 |
|