Team 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 | $750K | Buy |
1,207
+357
| +42% | +$222K | 0.37% | 19 |
|
|
2025
Q1 | $478K | Sell |
850
-53
| -6% | -$29.8K | 0.28% | 24 |
|
|
2024
Q4 | $531K | Buy |
903
+13
| +1% | +$7.65K | 0.3% | 25 |
|
|
2024
Q3 | $514K | Buy |
890
+59
| +7% | +$34K | 0.31% | 25 |
|
|
2024
Q2 | $455K | Buy |
831
+6
| +0.7% | +$3.28K | 0.29% | 23 |
|
|
2024
Q1 | $434K | Sell |
825
-63
| -7% | -$33.1K | 0.29% | 23 |
|
|
2023
Q4 | $424K | Buy |
888
+828
| +1,380% | +$396K | 0.3% | 20 |
|
|
2023
Q3 | $25.7K | Buy |
+60
| New | +$25.7K | 0.02% | 86 |
|