Spartan Planning & Wealth Management’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 | $1.54M | Buy |
2,487
+624
| +33% | +$387K | 1.32% | 18 |
|
|
2025
Q1 | $1.05M | Sell |
1,863
-2,862
| -61% | -$1.61M | 1.01% | 25 |
|
|
2024
Q4 | $2.78M | Buy |
+4,725
| New | +$2.78M | 2.54% | 13 |
|
|
2023
Q4 | $7.33M | Buy |
15,347
+8,555
| +126% | +$4.09M | 7.81% | 2 |
|
|
2023
Q3 | $2.92M | Buy |
+6,792
| New | +$2.92M | 3.42% | 7 |
|
|
2022
Q4 | $272K | Buy |
708
+630
| +808% | +$242K | 0.34% | 48 |
|
|
2022
Q3 | $28K | Sell |
78
-7
| -8% | -$2.51K | 0.04% | 52 |
|
|
2022
Q2 | $32K | Sell |
85
-363
| -81% | -$137K | 0.04% | 63 |
|
|
2022
Q1 | $203K | Buy |
+448
| New | +$203K | 0.25% | 52 |
|