SAM
Smartleaf Asset Management’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 | $14.2M | Buy |
22,931
+10,050
| +78% | +$6.21M | 1.25% | 8 |
|
|
2025
Q1 | $7.19M | Buy |
12,881
+120
| +0.9% | +$67K | 0.69% | 24 |
|
|
2024
Q4 | $7.54M | Buy |
12,761
+259
| +2% | +$153K | 0.77% | 18 |
|
|
2024
Q3 | $7.18M | Buy |
12,502
+1,133
| +10% | +$650K | 0.87% | 15 |
|
|
2024
Q2 | $6.25M | Buy |
11,369
+105
| +0.9% | +$57.7K | 1.02% | 13 |
|
|
2024
Q1 | $5.92M | Buy |
11,264
+4,572
| +68% | +$2.4M | 1.15% | 11 |
|
|
2023
Q4 | $3.22M | Buy |
+6,692
| New | +$3.22M | 0.86% | 22 |
|