Vise Technologies’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 | $36.3M | Buy |
+58,391
| New | +$36.3M | 1.5% | 6 |
|
|
2024
Q4 | $12.9M | Buy |
21,872
+12,643
| +137% | +$7.44M | 1.07% | 13 |
|
|
2024
Q3 | $5.32M | Sell |
9,229
-619
| -6% | -$357K | 0.68% | 27 |
|
|
2024
Q2 | $5.39M | Buy |
9,848
+6,386
| +184% | +$3.49M | 0.95% | 21 |
|
|
2024
Q1 | $1.82M | Sell |
3,462
-335
| -9% | -$176K | 0.36% | 68 |
|
|
2023
Q4 | $1.81M | Buy |
3,797
+90
| +2% | +$43K | 0.39% | 64 |
|
|
2023
Q3 | $1.59M | Buy |
3,707
+2,062
| +125% | +$886K | 0.39% | 66 |
|
|
2023
Q2 | $733K | Sell |
1,645
-308
| -16% | -$137K | 0.18% | 125 |
|
|
2023
Q1 | $803K | Buy |
1,953
+1,217
| +165% | +$500K | 0.21% | 110 |
|
|
2022
Q4 | $283K | Buy |
+736
| New | +$283K | 0.09% | 245 |
|
|
2022
Q3 | – | Sell |
-707
| Closed | -$268K | – | 323 |
|
|
2022
Q2 | $268K | Sell |
707
-591
| -46% | -$224K | 0.1% | 224 |
|
|
2022
Q1 | $589K | Sell |
1,298
-20
| -2% | -$9.08K | 0.22% | 111 |
|
|
2021
Q4 | $629K | Buy |
+1,318
| New | +$629K | 0.17% | 82 |
|