Bear Mountain Capital’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 | $5.13M | Hold |
8,128
| – | – | 1.84% | 12 |
|
|
2025
Q1 | $4.53M | Hold |
8,128
| – | – | 1.75% | 12 |
|
|
2024
Q4 | $4.98M | Sell |
8,128
-4
| -0% | -$2.45K | 1.94% | 12 |
|
|
2024
Q3 | $4.74M | Hold |
8,132
| – | – | 1.87% | 12 |
|
|
2024
Q2 | $4.58M | Hold |
8,132
| – | – | 1.86% | 12 |
|
|
2024
Q1 | $4.09M | Sell |
8,132
-21
| -0.3% | -$10.6K | 1.76% | 12 |
|
|
2023
Q4 | $3.89M | Buy |
+8,153
| New | +$3.89M | 1.64% | 13 |
|