WealthGarden F.S.’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 | $3.49M | Sell |
5,505
-1,708
| -24% | -$1.08M | 2.9% | 4 |
|
|
2025
Q1 | $4.05M | Sell |
7,213
-1,615
| -18% | -$907K | 3.9% | 2 |
|
|
2024
Q4 | $5.2M | Sell |
8,828
-428
| -5% | -$252K | 4.86% | 2 |
|
|
2024
Q3 | $5.34M | Sell |
9,256
-1,106
| -11% | -$638K | 5.19% | 1 |
|
|
2024
Q2 | $5.67M | Buy |
+10,362
| New | +$5.67M | 5.97% | 1 |
|