Taylor Financial 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 | $495K | Sell |
797
-23
| -3% | -$14.3K | 0.31% | 63 |
|
|
2025
Q1 | $461K | Hold |
820
| – | – | 0.32% | 61 |
|
|
2024
Q4 | $483K | Hold |
820
| – | – | 0.33% | 60 |
|
|
2024
Q3 | $473K | Sell |
820
-15
| -2% | -$8.65K | 0.33% | 59 |
|
|
2024
Q2 | $457K | Sell |
835
-23
| -3% | -$12.6K | 0.35% | 61 |
|
|
2024
Q1 | $451K | Hold |
858
| – | – | 0.34% | 60 |
|
|
2023
Q4 | $410K | Buy |
+858
| New | +$410K | 0.34% | 63 |
|