West Michigan Advisors’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 | $659K | Buy |
1,061
+15
| +1% | +$9.31K | 0.19% | 94 |
|
|
2025
Q1 | $588K | Sell |
1,046
-2
| -0.2% | -$1.12K | 0.19% | 90 |
|
|
2024
Q4 | $617K | Sell |
1,048
-76
| -7% | -$44.7K | 0.19% | 89 |
|
|
2024
Q3 | $648K | Buy |
1,124
+38
| +3% | +$21.9K | 0.2% | 88 |
|
|
2024
Q2 | $594K | Sell |
1,086
-38
| -3% | -$20.8K | 0.19% | 86 |
|
|
2024
Q1 | $591K | Buy |
1,124
+14
| +1% | +$7.36K | 0.19% | 84 |
|
|
2023
Q4 | $530K | Sell |
1,110
-111
| -9% | -$53K | 0.2% | 77 |
|
|
2023
Q3 | $524K | Buy |
1,221
+85
| +7% | +$36.5K | 0.28% | 77 |
|
|
2023
Q2 | $506K | Buy |
+1,136
| New | +$506K | 0.2% | 110 |
|