Your Advocates Ltd’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 | $85.7K | Buy |
138
+47
| +52% | +$29.2K | 0.03% | 40 |
|
|
2025
Q1 | $51.1K | Hold |
91
| – | – | 0.02% | 56 |
|
|
2024
Q4 | $53.6K | Buy |
91
+10
| +12% | +$5.89K | 0.02% | 52 |
|
|
2024
Q3 | $46.7K | Sell |
81
-41
| -34% | -$23.6K | 0.02% | 57 |
|
|
2024
Q2 | $66.8K | Hold |
122
| – | – | 0.03% | 50 |
|
|
2024
Q1 | $64.1K | Hold |
122
| – | – | 0.03% | 49 |
|
|
2023
Q4 | $58.3K | Sell |
122
-34
| -22% | -$16.2K | 0.02% | 49 |
|
|
2023
Q3 | $60.9K | Buy |
156
+115
| +280% | +$44.9K | 0.04% | 51 |
|
|
2023
Q2 | $18.3K | Hold |
41
| – | – | 0.01% | 94 |
|
|
2023
Q1 | $16.9K | Sell |
41
-9
| -18% | -$3.7K | 0.01% | 74 |
|
|
2022
Q4 | $17.9K | Hold |
50
| – | – | 0.01% | 73 |
|
|
2022
Q3 | $17K | Hold |
50
| – | – | 0.01% | 68 |
|
|
2022
Q2 | $18K | Sell |
50
-144
| -74% | -$51.8K | 0.01% | 72 |
|
|
2022
Q1 | $86K | Hold |
194
| – | – | 0.05% | 39 |
|
|
2021
Q4 | $91K | Hold |
194
| – | – | 0.05% | 36 |
|
|
2021
Q3 | $82K | Buy |
194
+144
| +288% | +$60.9K | 0.05% | 36 |
|
|
2021
Q2 | $20K | Hold |
50
| – | – | 0.01% | 63 |
|
|
2021
Q1 | $18K | Hold |
50
| – | – | 0.01% | 63 |
|
|
2020
Q4 | $17K | Sell |
50
-50
| -50% | -$17K | 0.01% | 68 |
|
|
2020
Q3 | $31K | Hold |
100
| – | – | 0.02% | 46 |
|
|
2020
Q2 | $29K | Buy |
100
+18
| +22% | +$5.22K | 0.02% | 52 |
|
|
2020
Q1 | $21K | Buy |
+82
| New | +$21K | 0.02% | 52 |
|