Zullo Investment 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 | $2M | Sell |
3,221
-7
| -0.2% | -$4.35K | 0.81% | 30 |
|
|
2025
Q1 | $1.81M | Sell |
3,228
-42
| -1% | -$23.6K | 0.78% | 32 |
|
|
2024
Q4 | $1.93M | Sell |
3,270
-26
| -0.8% | -$15.3K | 0.78% | 32 |
|
|
2024
Q3 | $1.9M | Sell |
3,296
-7
| -0.2% | -$4.04K | 0.79% | 34 |
|
|
2024
Q2 | $1.81M | Sell |
3,303
-18
| -0.5% | -$9.85K | 0.79% | 33 |
|
|
2024
Q1 | $1.75M | Sell |
3,321
-6
| -0.2% | -$3.16K | 0.82% | 31 |
|
|
2023
Q4 | $1.59M | Sell |
3,327
-10
| -0.3% | -$4.78K | 0.81% | 32 |
|
|
2023
Q3 | $1.43M | Sell |
3,337
-40
| -1% | -$17.2K | 0.84% | 33 |
|
|
2023
Q2 | $1.51M | Sell |
3,377
-32
| -0.9% | -$14.3K | 0.86% | 29 |
|
|
2023
Q1 | $1.4M | Sell |
3,409
-124
| -4% | -$51K | 0.87% | 31 |
|
|
2022
Q4 | $1.36M | Sell |
3,533
-10
| -0.3% | -$3.84K | 0.83% | 29 |
|
|
2022
Q3 | $1.27M | Buy |
3,543
+24
| +0.7% | +$8.61K | 0.82% | 27 |
|
|
2022
Q2 | $1.33M | Sell |
3,519
-98
| -3% | -$37.2K | 0.83% | 25 |
|
|
2022
Q1 | $1.64M | Buy |
3,617
+2
| +0.1% | +$907 | 0.85% | 22 |
|
|
2021
Q4 | $1.72M | Buy |
+3,615
| New | +$1.72M | 0.89% | 20 |
|