Birchbrook’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 | $24.8K | Sell |
40
-42
| -51% | -$26.1K | 0.01% | 149 |
|
|
2025
Q1 | $46.1K | Hold |
82
| – | – | 0.03% | 122 |
|
|
2024
Q4 | $48.3K | Buy |
82
+24
| +41% | +$14.1K | 0.03% | 122 |
|
|
2024
Q3 | $33.5K | Hold |
58
| – | – | 0.02% | 129 |
|
|
2024
Q2 | $31.7K | Hold |
58
| – | – | 0.02% | 137 |
|
|
2024
Q1 | $30.5K | Buy |
58
+50
| +625% | +$26.3K | 0.02% | 141 |
|
|
2023
Q4 | $3.82K | Buy |
+8
| New | +$3.82K | ﹤0.01% | 250 |
|