Barlow Wealth Partners’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 | $1.16M | Buy |
1,860
+237
| +15% | +$148K | 0.14% | 53 |
|
|
2025
Q1 | $898K | Buy |
1,623
+553
| +52% | +$306K | 0.12% | 59 |
|
|
2024
Q4 | $637K | Buy |
1,070
+8
| +0.8% | +$4.77K | 0.08% | 73 |
|
|
2024
Q3 | $606K | Buy |
1,062
+179
| +20% | +$102K | 0.08% | 81 |
|
|
2024
Q2 | $481K | Buy |
883
+358
| +68% | +$195K | 0.07% | 84 |
|
|
2024
Q1 | $269K | Hold |
525
| – | – | 0.04% | 120 |
|
|
2023
Q4 | $251K | Buy |
+525
| New | +$251K | 0.04% | 126 |
|