Strategic Family Wealth Counselors’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 | $787K | Buy |
1,267
+508
| +67% | +$315K | 0.22% | 70 |
|
|
2025
Q1 | $426K | Hold |
759
| – | – | 0.14% | 89 |
|
|
2024
Q4 | $447K | Buy |
759
+1
| +0.1% | +$588 | 0.15% | 86 |
|
|
2024
Q3 | $437K | Buy |
758
+67
| +10% | +$38.6K | 0.15% | 82 |
|
|
2024
Q2 | $378K | Buy |
691
+3
| +0.4% | +$1.64K | 0.14% | 83 |
|
|
2024
Q1 | $361K | Buy |
688
+19
| +3% | +$9.98K | 0.14% | 79 |
|
|
2023
Q4 | $320K | Buy |
669
+4
| +0.6% | +$1.91K | 0.13% | 83 |
|
|
2023
Q3 | $286K | Hold |
665
| – | – | 0.14% | 81 |
|
|
2023
Q2 | $297K | Buy |
665
+1
| +0.2% | +$446 | 0.14% | 79 |
|
|
2023
Q1 | $273K | Buy |
664
+2
| +0.3% | +$822 | 0.13% | 82 |
|
|
2022
Q4 | $255K | Buy |
662
+4
| +0.6% | +$1.54K | 0.13% | 86 |
|
|
2022
Q3 | $236K | Hold |
658
| – | – | 0.12% | 80 |
|
|
2022
Q2 | $250K | Buy |
+658
| New | +$250K | 0.12% | 78 |
|