Bay Capital Advisors’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
$1.58M Sell
2,549
-66
-3% -$41K 1.21% 18
2025
Q1
$1.47M Sell
2,615
-126
-5% -$70.8K 1.22% 18
2024
Q4
$1.61M Buy
+2,741
New +$1.61M 1.3% 18