Slocum, Gordon & Co’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 | $294K | Hold |
474
| – | – | 0.24% | 46 |
|
|
2025
Q1 | $266K | Hold |
474
| – | – | 0.2% | 48 |
|
|
2024
Q4 | $279K | Hold |
474
| – | – | 0.23% | 47 |
|
|
2024
Q3 | $273K | Hold |
474
| – | – | 0.11% | 51 |
|
|
2024
Q2 | $259K | Hold |
474
| – | – | 0.19% | 45 |
|
|
2024
Q1 | $249K | Hold |
474
| – | – | 0.19% | 49 |
|
|
2023
Q4 | $226K | Hold |
474
| – | – | 0.2% | 50 |
|
|
2023
Q3 | $204K | Hold |
474
| – | – | 0.18% | 52 |
|
|
2023
Q2 | $211K | Hold |
474
| – | – | 0.15% | 49 |
|
|
2023
Q1 | $195K | Hold |
474
| – | – | 0.16% | 50 |
|
|
2022
Q4 | $182K | Buy |
+474
| New | +$182K | 0.12% | 50 |
|