SPC
Spirepoint Private Client’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 | $2.95M | Sell |
4,749
-576
| -11% | -$358K | 0.33% | 69 |
|
|
2025
Q1 | $2.99M | Sell |
5,325
-261
| -5% | -$147K | 0.39% | 59 |
|
|
2024
Q4 | $3.29M | Buy |
5,586
+198
| +4% | +$117K | 0.41% | 55 |
|
|
2024
Q3 | $3.11M | Buy |
5,388
+72
| +1% | +$41.5K | 0.41% | 55 |
|
|
2024
Q2 | $2.91M | Buy |
5,316
+152
| +3% | +$83.2K | 0.41% | 53 |
|
|
2024
Q1 | $2.71M | Buy |
+5,164
| New | +$2.71M | 0.41% | 53 |
|