Walker Financial Services’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 | $303K | Hold |
489
| – | – | 0.14% | 29 |
|
|
2025
Q1 | $275K | Buy |
489
+1
| +0.2% | +$562 | 0.14% | 25 |
|
|
2024
Q4 | $288K | Sell |
488
-1
| -0.2% | -$589 | 0.17% | 24 |
|
|
2024
Q3 | $282K | Hold |
489
| – | – | 0.19% | 25 |
|
|
2024
Q2 | $267K | Sell |
489
-16
| -3% | -$8.75K | 0.21% | 23 |
|
|
2024
Q1 | $265K | Buy |
+505
| New | +$265K | 0.22% | 24 |
|