Verity & Verity’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 | $646K | Sell |
1,040
-388
| -27% | -$241K | 0.06% | 91 |
|
|
2025
Q1 | $802K | Sell |
1,428
-190
| -12% | -$107K | 0.07% | 85 |
|
|
2024
Q4 | $952K | Buy |
1,618
+100
| +7% | +$58.9K | 0.09% | 81 |
|
|
2024
Q3 | $876K | Buy |
1,518
+1,040
| +218% | +$600K | 0.09% | 74 |
|
|
2024
Q2 | $262K | Buy |
+478
| New | +$262K | 0.03% | 104 |
|