United Advisor 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 | $1.97M | Sell |
3,174
-655
| -17% | -$407K | 0.34% | 77 |
|
|
2025
Q1 | $2.15M | Sell |
3,829
-236
| -6% | -$133K | 0.44% | 60 |
|
|
2024
Q4 | $2.39M | Sell |
4,065
-197
| -5% | -$116K | 0.47% | 52 |
|
|
2024
Q3 | $2.46M | Buy |
4,262
+2,589
| +155% | +$1.49M | 0.56% | 50 |
|
|
2024
Q2 | $916K | Buy |
1,673
+826
| +98% | +$452K | 0.28% | 86 |
|
|
2024
Q1 | $445K | Buy |
847
+339
| +67% | +$178K | 0.17% | 128 |
|
|
2023
Q4 | $245K | Buy |
+508
| New | +$245K | 0.29% | 49 |
|