Univest Financial’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 | $3.84M | Sell |
6,187
-162
| -3% | -$101K | 0.23% | 79 |
|
|
2025
Q1 | $3.57M | Buy |
6,349
+442
| +7% | +$248K | 0.23% | 80 |
|
|
2024
Q4 | $3.48M | Buy |
5,907
+46
| +0.8% | +$27.1K | 0.22% | 83 |
|
|
2024
Q3 | $3.38M | Buy |
5,861
+5,278
| +905% | +$3.04M | 0.22% | 82 |
|
|
2024
Q2 | $319K | Sell |
583
-65
| -10% | -$35.6K | 0.09% | 99 |
|
|
2024
Q1 | $341K | Sell |
648
-18
| -3% | -$9.46K | 0.1% | 83 |
|
|
2023
Q4 | $318K | Buy |
666
+13
| +2% | +$6.21K | 0.09% | 87 |
|
|
2023
Q3 | $280K | Buy |
653
+23
| +4% | +$9.88K | 0.09% | 84 |
|
|
2023
Q2 | $281K | Buy |
+630
| New | +$281K | 0.08% | 86 |
|