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Tobias Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
4,459
+3,472
| +352% | +$2.16M | 0.47% | 42 |
|
|
2025
Q1 | $555K | Buy |
987
+30
| +3% | +$16.9K | 0.11% | 68 |
|
|
2024
Q4 | $563K | Buy |
957
+123
| +15% | +$72.4K | 0.11% | 69 |
|
|
2024
Q3 | $481K | Hold |
834
| – | – | 0.1% | 69 |
|
|
2024
Q2 | $456K | Hold |
834
| – | – | 0.1% | 68 |
|
|
2024
Q1 | $438K | Hold |
834
| – | – | 0.1% | 68 |
|
|
2023
Q4 | $398K | Hold |
834
| – | – | 0.1% | 68 |
|
|
2023
Q3 | $358K | Buy |
+834
| New | +$358K | 0.09% | 68 |
|
|
2022
Q1 | – | Sell |
-3,792
| Closed | -$1.81M | – | 100 |
|
|
2021
Q4 | $1.81M | Buy |
+3,792
| New | +$1.81M | 0.14% | 58 |
|