Snider Financial Group’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 | $36.9M | Buy |
59,377
+2,318
| +4% | +$1.44M | 10.63% | 1 |
|
|
2025
Q1 | $32.1M | Buy |
57,059
+402
| +0.7% | +$226K | 10.42% | 1 |
|
|
2024
Q4 | $33.4M | Sell |
56,657
-2,378
| -4% | -$1.4M | 10.33% | 1 |
|
|
2024
Q3 | $34.1M | Sell |
59,035
-950
| -2% | -$548K | 12.46% | 1 |
|
|
2024
Q2 | $32.8M | Buy |
59,985
+13,111
| +28% | +$7.17M | 12.67% | 1 |
|
|
2024
Q1 | $24.6M | Buy |
46,874
+14,553
| +45% | +$7.65M | 10.27% | 2 |
|
|
2023
Q4 | $15.4M | Sell |
32,321
-449
| -1% | -$214K | 7.11% | 3 |
|
|
2023
Q3 | $14.1M | Sell |
32,770
-1,679
| -5% | -$721K | 6.8% | 4 |
|
|
2023
Q2 | $15.4M | Buy |
34,449
+762
| +2% | +$340K | 7.34% | 3 |
|
|
2023
Q1 | $13.8M | Sell |
33,687
-1,286
| -4% | -$529K | 7.38% | 4 |
|
|
2022
Q4 | $13.4M | Sell |
34,973
-309
| -0.9% | -$119K | 7.43% | 4 |
|
|
2022
Q3 | $13.4M | Buy |
35,282
+9,405
| +36% | +$3.57M | 7.27% | 4 |
|
|
2022
Q2 | $9.81M | Buy |
25,877
+745
| +3% | +$282K | 5.34% | 4 |
|
|
2022
Q1 | $11.4M | Buy |
25,132
+628
| +3% | +$285K | 5.19% | 4 |
|
|
2021
Q4 | $11.8M | Buy |
24,504
+194
| +0.8% | +$93.1K | 4.99% | 4 |
|
|
2021
Q3 | $11.2M | Buy |
24,310
+383
| +2% | +$177K | 4.88% | 5 |
|
|
2021
Q2 | $10.4M | Buy |
+23,927
| New | +$10.4M | 4.88% | 4 |
|