Sterling 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 | $1.56M | Buy |
+2,518
| New | +$1.56M | 0.53% | 33 |
|
|
2024
Q4 | $1.71M | Sell |
2,900
-1,005
| -26% | -$592K | 0.63% | 29 |
|
|
2024
Q3 | $2.25M | Sell |
3,905
-1,117
| -22% | -$644K | 0.84% | 27 |
|
|
2024
Q2 | $2.75M | Sell |
5,022
-751
| -13% | -$411K | 1.3% | 16 |
|
|
2024
Q1 | $3.04M | Sell |
5,773
-419
| -7% | -$220K | 1.51% | 15 |
|
|
2023
Q4 | $2.96M | Buy |
+6,192
| New | +$2.96M | 1.66% | 14 |
|