Abbot Financial Management’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
$228K Hold
368
0.11% 124
2025
Q1
$207K Hold
368
0.11% 120
2024
Q4
$217K Hold
368
0.11% 119
2024
Q3
$212K Hold
368
0.11% 122
2024
Q2
$201K Buy
+368
New +$201K 0.11% 122