SFC
Strategic Financial Concepts’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 | $2.52M | Sell |
4,058
-8,624
| -68% | -$5.35M | 0.35% | 45 |
|
|
2025
Q1 | $7.13M | Buy |
12,682
+1,916
| +18% | +$1.08M | 1.34% | 17 |
|
|
2024
Q4 | $6.34M | Buy |
10,766
+7,192
| +201% | +$4.23M | 1.22% | 20 |
|
|
2024
Q3 | $2.06M | Sell |
3,574
-2,126,895
| -100% | -$1.23B | 0.66% | 34 |
|
|
2024
Q2 | $4.08M | Buy |
2,130,469
+2,117,383
| +16,181% | +$4.05M | 2.38% | 7 |
|
|
2024
Q1 | $6.88M | Buy |
13,086
+3,739
| +40% | +$1.97M | 1.66% | 10 |
|
|
2023
Q4 | $4.46M | Sell |
9,347
-2,594
| -22% | -$1.24M | 2.65% | 7 |
|
|
2023
Q3 | $5.13M | Buy |
11,941
+542
| +5% | +$233K | 1.73% | 10 |
|
|
2023
Q2 | $5.08M | Sell |
11,399
-3,596
| -24% | -$1.6M | 1.87% | 10 |
|
|
2023
Q1 | $6.16M | Buy |
+14,995
| New | +$6.16M | 2.49% | 7 |
|