SHFA
SS&H Financial Advisors’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 | $305K | Sell |
492
-183
| -27% | -$114K | 0.1% | 107 |
|
|
2025
Q1 | $379K | Sell |
675
-183
| -21% | -$103K | 0.14% | 99 |
|
|
2024
Q4 | $506K | Hold |
858
| – | – | 0.18% | 91 |
|
|
2024
Q3 | $495K | Buy |
858
+126
| +17% | +$72.7K | 0.18% | 92 |
|
|
2024
Q2 | $400K | Hold |
732
| – | – | 0.16% | 103 |
|
|
2024
Q1 | $384K | Hold |
732
| – | – | 0.16% | 99 |
|
|
2023
Q4 | $350K | Hold |
732
| – | – | 0.15% | 103 |
|
|
2023
Q3 | $314K | Buy |
+732
| New | +$314K | 0.15% | 104 |
|
|
2023
Q1 | $301K | Buy |
+732
| New | +$301K | 0.14% | 109 |
|