Adams Chetwood Wealth 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
2022
Q1
$259K Hold
571
0.15% 75
2021
Q4
$272K Hold
571
0.18% 66
2021
Q3
$246K Hold
571
0.18% 71
2021
Q2
$245K Hold
571
0.17% 72
2021
Q1
$227K Hold
571
0.17% 71
2020
Q4
$214K Buy
+571
New +$214K 0.18% 75