William Howard & Co Financial 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 | $26.9M | Sell |
43,361
-646
| -1% | -$401K | 23.49% | 1 |
|
|
2025
Q1 | $24.7M | Sell |
44,007
-2,588
| -6% | -$1.45M | 23.18% | 1 |
|
|
2024
Q4 | $27.4M | Sell |
46,595
-1,948
| -4% | -$1.15M | 24.82% | 1 |
|
|
2024
Q3 | $28M | Sell |
48,543
-410
| -0.8% | -$237K | 23.88% | 1 |
|
|
2024
Q2 | $26.8M | Sell |
48,953
-544
| -1% | -$298K | 24.75% | 1 |
|
|
2024
Q1 | $26M | Buy |
+49,497
| New | +$26M | 24.4% | 1 |
|