Traveka Wealth’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 | $5.28M | Buy |
8,504
+5,719
| +205% | +$3.55M | 2.8% | 8 |
|
|
2025
Q1 | $1.56M | Sell |
2,785
-9
| -0.3% | -$5.06K | 0.88% | 34 |
|
|
2024
Q4 | $1.64M | Sell |
2,794
-350
| -11% | -$206K | 0.91% | 29 |
|
|
2024
Q3 | $1.81M | Sell |
3,144
-1,839
| -37% | -$1.06M | 0.92% | 28 |
|
|
2024
Q2 | $2.73M | Buy |
4,983
+275
| +6% | +$151K | 1.33% | 21 |
|
|
2024
Q1 | $2.48M | Buy |
4,708
+896
| +24% | +$471K | 1.14% | 20 |
|
|
2023
Q4 | $1.82M | Buy |
+3,812
| New | +$1.82M | 0.92% | 28 |
|