Boston Mountain Money 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
2024
Q3
$23.6M Buy
40,869
+124
+0.3% +$71.5K 13.69% 1
2024
Q2
$22.3M Buy
40,745
+330
+0.8% +$181K 14.71% 1
2024
Q1
$21.2M Buy
+40,415
New +$21.2M 14.55% 1