Vermillion & White Wealth Management 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 | $34.5M | Hold |
55,598
| – | – | 22.44% | 1 |
|
|
2025
Q1 | $31.2M | Buy |
55,598
+16,627
| +43% | +$9.34M | 22.61% | 1 |
|
|
2024
Q4 | $22.9M | Buy |
38,971
+3,312
| +9% | +$1.95M | 16.9% | 1 |
|
|
2024
Q3 | $20.6M | Sell |
35,659
-741
| -2% | -$427K | 15.21% | 1 |
|
|
2024
Q2 | $19.9M | Buy |
36,400
+264
| +0.7% | +$144K | 14.99% | 1 |
|
|
2024
Q1 | $19M | Buy |
36,136
+3,665
| +11% | +$1.93M | 15.17% | 1 |
|
|
2023
Q4 | $15.5M | Buy |
+32,471
| New | +$15.5M | 15.04% | 1 |
|