SDH
Sloy Dahl & Holst’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
494
+8
| +2% | +$4.96K | 0.04% | 86 |
|
|
2025
Q1 | $273K | Buy |
486
+4
| +0.8% | +$2.25K | 0.05% | 83 |
|
|
2024
Q4 | $284K | Buy |
482
+4
| +0.8% | +$2.36K | 0.04% | 81 |
|
|
2024
Q3 | $276K | Buy |
478
+5
| +1% | +$2.89K | 0.05% | 79 |
|
|
2024
Q2 | $259K | Buy |
473
+5
| +1% | +$2.74K | 0.05% | 70 |
|
|
2024
Q1 | $246K | Buy |
468
+6
| +1% | +$3.15K | 0.06% | 74 |
|
|
2023
Q4 | $221K | Buy |
+462
| New | +$221K | 0.05% | 79 |
|
|
2023
Q3 | – | Sell |
-451
| Closed | -$201K | – | 81 |
|
|
2023
Q2 | $201K | Buy |
+451
| New | +$201K | 0.04% | 76 |
|
|
2022
Q2 | – | Sell |
-447
| Closed | -$203K | – | 80 |
|
|
2022
Q1 | $203K | Buy |
+447
| New | +$203K | 0.03% | 77 |
|