Birchbrook’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$26.8K Hold
2025
Q2
$24.8K Sell
2025
Q1
$46.1K Hold
2024
Q4
$48.3K Buy
2024
Q3
$33.5K Hold
2024
Q2
$31.7K Hold
2024
Q1
$30.5K Buy
2023
Q4
$3.82K Buy