Birch Capital Management’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
Q1 | – | Sell |
-40
| Closed | -$23.5K | – | 83 |
|
|
2024
Q4 | $23.5K | Hold |
40
| – | – | 0.01% | 76 |
|
|
2024
Q3 | $23.1K | Hold |
40
| – | – | 0.01% | 71 |
|
|
2024
Q2 | $21.9K | Hold |
40
| – | – | 0.01% | 72 |
|
|
2024
Q1 | $21K | Buy |
+40
| New | +$21K | 0.01% | 73 |
|
|
2023
Q1 | – | Sell |
-732
| Closed | -$281K | – | 103 |
|
|
2022
Q4 | $281K | Buy |
+732
| New | +$281K | 0.19% | 54 |
|