Strid 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Sell |
5,378
-344
| -6% | -$214K | 0.47% | 21 |
|
|
2025
Q1 | $3.22M | Sell |
5,722
-708
| -11% | -$398K | 0.5% | 19 |
|
|
2024
Q4 | $3.79M | Sell |
6,430
-420
| -6% | -$247K | 0.59% | 17 |
|
|
2024
Q3 | $3.95M | Hold |
6,850
| – | – | 0.6% | 17 |
|
|
2024
Q2 | $3.75M | Sell |
6,850
-991
| -13% | -$542K | 0.62% | 17 |
|
|
2024
Q1 | $4.12M | Buy |
+7,841
| New | +$4.12M | 0.74% | 17 |
|