Strategic Financial Planning’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 | $713K | Hold |
1,149
| – | – | 0.44% | 28 |
|
|
2025
Q1 | $645K | Hold |
1,149
| – | – | 0.45% | 27 |
|
|
2024
Q4 | $676K | Hold |
1,149
| – | – | 0.46% | 27 |
|
|
2024
Q3 | $662K | Hold |
1,149
| – | – | 0.44% | 27 |
|
|
2024
Q2 | $629K | Hold |
1,149
| – | – | 0.45% | 26 |
|
|
2024
Q1 | $604K | Hold |
1,149
| – | – | 0.45% | 26 |
|
|
2023
Q4 | $549K | Hold |
1,149
| – | – | 0.43% | 27 |
|
|
2023
Q3 | $493K | Hold |
1,149
| – | – | 0.45% | 26 |
|
|
2023
Q2 | $512K | Hold |
1,149
| – | – | 0.45% | 26 |
|
|
2023
Q1 | $472K | Hold |
1,149
| – | – | 0.43% | 26 |
|
|
2022
Q4 | $441K | Hold |
1,149
| – | – | 0.43% | 26 |
|
|
2022
Q3 | $412K | Hold |
1,149
| – | – | 0.43% | 28 |
|
|
2022
Q2 | $435K | Hold |
1,149
| – | – | 0.42% | 28 |
|
|
2022
Q1 | $521K | Hold |
1,149
| – | – | 0.43% | 27 |
|
|
2021
Q4 | $548K | Hold |
1,149
| – | – | 0.39% | 27 |
|
|
2021
Q3 | $495K | Hold |
1,149
| – | – | 0.36% | 28 |
|
|
2021
Q2 | $494K | Hold |
1,149
| – | – | 0.36% | 28 |
|
|
2021
Q1 | $457K | Hold |
1,149
| – | – | 0.34% | 27 |
|
|
2020
Q4 | $431K | Hold |
1,149
| – | – | 0.38% | 27 |
|
|
2020
Q3 | $386K | Sell |
1,149
-16
| -1% | -$5.38K | 0.4% | 26 |
|
|
2020
Q2 | $361K | Hold |
1,165
| – | – | 0.4% | 26 |
|
|
2020
Q1 | $301K | Sell |
1,165
-12
| -1% | -$3.1K | 0.4% | 26 |
|
|
2019
Q4 | $380K | Buy |
+1,177
| New | +$380K | 0.37% | 26 |
|