BFS
Bare Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38M | Buy |
61,278
+2,887
| +5% | +$1.79M | 12.83% | 1 |
|
|
2025
Q1 | $32.8M | Buy |
58,391
+984
| +2% | +$553K | 12.61% | 1 |
|
|
2024
Q4 | $33.8M | Buy |
57,407
+1,008
| +2% | +$593K | 13.59% | 1 |
|
|
2024
Q3 | $32.5M | Buy |
56,399
+10,935
| +24% | +$6.31M | 13.36% | 1 |
|
|
2024
Q2 | $25.2M | Buy |
45,464
+18,845
| +71% | +$10.4M | 13.23% | 1 |
|
|
2024
Q1 | $13.4M | Buy |
26,619
+12,446
| +88% | +$6.28M | 12.9% | 2 |
|
|
2023
Q4 | $6.77M | Buy |
+14,173
| New | +$6.77M | 13.63% | 2 |
|