SFC
Sprinkle Financial Consultants’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 | $4.91M | Buy |
7,905
+236
| +3% | +$147K | 3% | 8 |
|
|
2025
Q1 | $4.31M | Buy |
7,669
+585
| +8% | +$329K | 2.74% | 8 |
|
|
2024
Q4 | $4.17M | Sell |
7,084
-102
| -1% | -$60K | 2.84% | 9 |
|
|
2024
Q3 | $4.14M | Buy |
7,186
+85
| +1% | +$49K | 2.96% | 9 |
|
|
2024
Q2 | $3.89M | Buy |
7,101
+1,014
| +17% | +$555K | 3.06% | 9 |
|
|
2024
Q1 | $3.2M | Buy |
6,087
+97
| +2% | +$51K | 2.73% | 10 |
|
|
2023
Q4 | $2.86M | Buy |
+5,990
| New | +$2.86M | 2.91% | 8 |
|