Wills Financial Group’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 | $1.3M | Buy |
2,094
+1,374
| +191% | +$853K | 0.56% | 36 |
|
|
2025
Q1 | $405K | Buy |
720
+95
| +15% | +$53.4K | 0.18% | 50 |
|
|
2024
Q4 | $368K | Buy |
625
+20
| +3% | +$11.8K | 0.16% | 53 |
|
|
2024
Q3 | $349K | Hold |
605
| – | – | 0.15% | 54 |
|
|
2024
Q2 | $331K | Hold |
605
| – | – | 0.15% | 52 |
|
|
2024
Q1 | $318K | Hold |
605
| – | – | 0.15% | 52 |
|
|
2023
Q4 | $289K | Buy |
+605
| New | +$289K | 0.15% | 51 |
|