The Wealth 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 | $117M | Sell |
188,412
-8,684
| -4% | -$5.39M | 29.79% | 1 |
|
|
2025
Q1 | $111M | Buy |
197,096
+2,271
| +1% | +$1.28M | 32.45% | 1 |
|
|
2024
Q4 | $115M | Buy |
194,825
+4,284
| +2% | +$2.52M | 33.16% | 1 |
|
|
2024
Q3 | $110M | Buy |
190,541
+3,630
| +2% | +$2.09M | 31.99% | 1 |
|
|
2024
Q2 | $102M | Buy |
186,911
+614
| +0.3% | +$336K | 30.9% | 1 |
|
|
2024
Q1 | $97.5M | Buy |
186,297
+4,817
| +3% | +$2.52M | 30.02% | 1 |
|
|
2023
Q4 | $90.1M | Buy |
+181,480
| New | +$90.1M | 29.76% | 1 |
|