Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.76M | Buy |
3,058
+8
| +0.3% | +$4.62K | 0.38% | 58 |
|
|
2024
Q2 | $1.67M | Buy |
3,050
+8
| +0.3% | +$4.38K | 0.38% | 57 |
|
|
2024
Q1 | $1.6M | Buy |
3,042
+9
| +0.3% | +$4.73K | 0.37% | 61 |
|
|
2023
Q4 | $1.45M | Buy |
3,033
+20
| +0.7% | +$9.55K | 0.34% | 62 |
|
|
2023
Q3 | $1.29M | Hold |
3,013
| – | – | 0.34% | 63 |
|
|
2023
Q2 | $1.34M | Buy |
3,013
+9
| +0.3% | +$4.01K | 0.35% | 60 |
|
|
2023
Q1 | $1.23M | Buy |
3,004
+11
| +0.4% | +$4.52K | 0.34% | 55 |
|
|
2022
Q4 | $1.15M | Buy |
2,993
+13
| +0.4% | +$4.99K | 0.34% | 48 |
|
|
2022
Q3 | $1.07M | Buy |
2,980
+14
| +0.5% | +$5.02K | 0.34% | 42 |
|
|
2022
Q2 | $1.13M | Buy |
+2,966
| New | +$1.13M | 0.35% | 37 |
|