Verde Capital 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 | $374K | Sell |
602
-39
| -6% | -$24.2K | 0.09% | 55 |
|
|
2025
Q1 | $360K | Buy |
641
+2
| +0.3% | +$1.12K | 0.1% | 53 |
|
|
2024
Q4 | $376K | Buy |
639
+151
| +31% | +$88.9K | 0.11% | 53 |
|
|
2024
Q3 | $281K | Sell |
488
-7
| -1% | -$4.03K | 0.08% | 50 |
|
|
2024
Q2 | $271K | Sell |
495
-10
| -2% | -$5.47K | 0.09% | 43 |
|
|
2024
Q1 | $266K | Buy |
505
+37
| +8% | +$19.5K | 0.09% | 39 |
|
|
2023
Q4 | $224K | Sell |
468
-34
| -7% | -$16.2K | 0.08% | 40 |
|
|
2023
Q3 | $216K | Buy |
502
+10
| +2% | +$4.29K | 0.08% | 43 |
|
|
2023
Q2 | $219K | Buy |
+492
| New | +$219K | 0.08% | 40 |
|