Atwood & Palmer’s iShares Core S&P 500 ETF IVV Stock Holding History

Atwood & Palmer’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.09M	Hold	1,760	–	–	0.07%	83
2025 Q1	$989K	Sell	1,760 -362	-17%	-$203K	0.07%	86
2024 Q4	$1.25M	Hold	2,122	–	–	0.09%	80
2024 Q3	$1.22M	Hold	2,122	–	–	0.08%	80
2024 Q2	$1.16M	Hold	2,122	–	–	0.09%	75
2024 Q1	$1.12M	Sell	2,122 -391	-16%	-$206K	0.08%	77
2023 Q4	$1.2M	Buy	2,513 +257	+11%	+$123K	0.1%	71
2023 Q3	$969K	Hold	2,256	–	–	0.08%	78
2023 Q2	$1.01M	Buy	2,256 +1,541	+216%	+$687K	0.09%	86
2023 Q1	$294K	Hold	715	–	–	0.03%	119
2022 Q4	$275K	Hold	715	–	–	0.02%	130
2022 Q3	$256K	Hold	715	–	–	0.03%	129
2022 Q2	$271K	Hold	715	–	–	0.03%	125
2022 Q1	$324K	Hold	715	–	–	0.03%	121
2021 Q4	$341K	Hold	715	–	–	0.03%	125
2021 Q3	$308K	Sell	715 -79	-10%	-$34K	0.03%	128
2021 Q2	$341K	Sell	794 -576	-42%	-$247K	0.03%	126
2021 Q1	$545K	Buy	1,370 +391	+40%	+$156K	0.05%	100
2020 Q4	$368K	Buy	979 +129	+15%	+$48.5K	0.04%	117
2020 Q3	$286K	Sell	850 -32	-4%	-$10.8K	0.04%	112
2020 Q2	$273K	Hold	882	–	–	0.04%	109
2020 Q1	$228K	Hold	882	–	–	0.04%	108
2019 Q4	$285K	Hold	882	–	–	0.04%	109
2019 Q3	$263K	Sell	882 -82	-9%	-$24.5K	0.04%	116
2019 Q2	$284K	Sell	964 -200	-17%	-$58.9K	0.04%	107
2019 Q1	$331K	Hold	1,164	–	–	0.05%	95
2018 Q4	$293K	Hold	1,164	–	–	0.05%	98
2018 Q3	$341K	Hold	1,164	–	–	0.04%	97
2018 Q2	$318K	Buy	1,164 +832	+251%	+$227K	0.04%	101
2018 Q1	$88K	Sell	332 -54	-14%	-$14.3K	0.01%	158
2017 Q4	$104K	Hold	386	–	–	0.01%	154
2017 Q3	$98K	Sell	386 -265	-41%	-$67.3K	0.01%	152
2017 Q2	$158K	Hold	651	–	–	0.02%	136
2017 Q1	$154K	Buy	651 +566	+666%	+$134K	0.02%	127
2016 Q4	$19K	Hold	85	–	–	﹤0.01%	235
2016 Q3	$19K	Hold	85	–	–	﹤0.01%	229
2016 Q2	$18K	Hold	85	–	–	﹤0.01%	230
2016 Q1	$18K	Hold	85	–	–	﹤0.01%	233
2015 Q4	$18K	Hold	85	–	–	﹤0.01%	282
2015 Q3	$16K	Hold	85	–	–	﹤0.01%	292
2015 Q2	$18K	Hold	85	–	–	﹤0.01%	257
2015 Q1	$18K	Sell	85 -1	-1%	-$212	﹤0.01%	242
2014 Q4	$18K	Buy	86 +1	+1%	+$209	﹤0.01%	261
2014 Q3	$17K	Hold	85	–	–	﹤0.01%	270
2014 Q2	$17K	Buy	+85	New	+$17K	﹤0.01%	244