Williams & Novak’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 | $373K | Hold |
601
| – | – | 0.32% | 76 |
|
|
2025
Q1 | $339K | Hold |
601
| – | – | 0.33% | 75 |
|
|
2024
Q4 | $354K | Sell |
601
-58
| -9% | -$34.1K | 0.34% | 70 |
|
|
2024
Q3 | $380K | Buy |
659
+75
| +13% | +$43.3K | 0.36% | 73 |
|
|
2024
Q2 | $320K | Sell |
584
-6
| -1% | -$3.29K | 0.3% | 78 |
|
|
2024
Q1 | $282K | Hold |
590
| – | – | 0.32% | 70 |
|
|
2023
Q4 | $282K | Buy |
+590
| New | +$282K | 0.32% | 70 |
|