Tenon Financial’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 | $777K | Buy |
1,252
+7
| +0.6% | +$4.35K | 0.34% | 20 |
|
|
2025
Q1 | $700K | Buy |
1,245
+2
| +0.2% | +$1.12K | 0.43% | 20 |
|
|
2024
Q4 | $730K | Buy |
1,243
+3
| +0.2% | +$1.76K | 0.47% | 21 |
|
|
2024
Q3 | $715K | Buy |
1,240
+2
| +0.2% | +$1.15K | 0.47% | 20 |
|
|
2024
Q2 | $677K | Buy |
1,238
+1
| +0.1% | +$547 | 0.53% | 19 |
|
|
2024
Q1 | $650K | Buy |
+1,237
| New | +$650K | 0.55% | 18 |
|