Topel & Distasi Wealth Management’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 | $3.04M | Hold |
4,891
| – | – | 1.59% | 21 |
|
|
2025
Q1 | $2.75M | Sell |
4,891
-409
| -8% | -$230K | 1.28% | 23 |
|
|
2024
Q4 | $3.12M | Sell |
5,300
-330
| -6% | -$194K | 1.34% | 22 |
|
|
2024
Q3 | $3.25M | Hold |
5,630
| – | – | 1.35% | 24 |
|
|
2024
Q2 | $3.08M | Hold |
5,630
| – | – | 1.35% | 25 |
|
|
2024
Q1 | $2.96M | Hold |
5,630
| – | – | 1.31% | 25 |
|
|
2023
Q4 | $2.69M | Hold |
5,630
| – | – | 1.28% | 28 |
|
|
2023
Q3 | $2.42M | Hold |
5,630
| – | – | 1.27% | 28 |
|
|
2023
Q2 | $2.51M | Hold |
5,630
| – | – | 1.26% | 28 |
|
|
2023
Q1 | $2.31M | Buy |
+5,630
| New | +$2.31M | 1.21% | 28 |
|