Y.D. More Investments’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 | $4.49M | Buy |
7,277
+5,235
| +256% | +$3.23M | 0.31% | 49 |
|
|
2025
Q1 | $1.15M | Sell |
2,042
-1,862
| -48% | -$1.05M | 0.1% | 108 |
|
|
2024
Q4 | $2.3M | Sell |
3,904
-26
| -0.7% | -$15.3K | 0.21% | 68 |
|
|
2024
Q3 | $2.27M | Buy |
3,930
+230
| +6% | +$133K | 0.24% | 70 |
|
|
2024
Q2 | $2.02M | Sell |
3,700
-3,000
| -45% | -$1.64M | 0.21% | 69 |
|
|
2024
Q1 | $3.52M | Sell |
6,700
-2,600
| -28% | -$1.37M | 0.62% | 45 |
|
|
2023
Q4 | $4.44M | Buy |
9,300
+1,300
| +16% | +$621K | 0.85% | 30 |
|
|
2023
Q3 | $3.44M | Buy |
8,000
+1,000
| +14% | +$429K | 0.66% | 35 |
|
|
2023
Q2 | $3.12M | Buy |
7,000
+2,000
| +40% | +$891K | 0.72% | 27 |
|
|
2023
Q1 | $2.06M | Hold |
5,000
| – | – | 0.46% | 33 |
|
|
2022
Q4 | $1.93M | Buy |
+5,000
| New | +$1.93M | 0.47% | 37 |
|