Steward Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $20K | Hold |
47
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $20K | Buy |
+47
| New | +$20K | 0.01% | 243 |
|
|
2022
Q3 | – | Sell |
-69
| Closed | -$26K | – | 693 |
|
|
2022
Q2 | $26K | Buy |
69
+22
| +47% | +$8.29K | 0.02% | 146 |
|
|
2022
Q1 | $21K | Hold |
47
| – | – | 0.02% | 155 |
|
|
2021
Q4 | $22K | Buy |
+47
| New | +$22K | 0.02% | 119 |
|