Bowman & Company’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 | $617K | Buy |
993
+371
| +60% | +$230K | 0.28% | 73 |
|
|
2025
Q1 | $349K | Buy |
622
+2
| +0.3% | +$1.12K | 0.17% | 89 |
|
|
2024
Q4 | $365K | Buy |
620
+6
| +1% | +$3.53K | 0.19% | 84 |
|
|
2024
Q3 | $353K | Sell |
614
-73
| -11% | -$42K | 0.19% | 84 |
|
|
2024
Q2 | $376K | Buy |
687
+109
| +19% | +$59.6K | 0.22% | 81 |
|
|
2024
Q1 | $304K | Sell |
578
-30
| -5% | -$15.8K | 0.18% | 84 |
|
|
2023
Q4 | $291K | Sell |
608
-196
| -24% | -$93.7K | 0.2% | 75 |
|
|
2023
Q3 | $346K | Buy |
804
+198
| +33% | +$85.3K | 0.28% | 69 |
|
|
2023
Q2 | $271K | Sell |
606
-8
| -1% | -$3.58K | 0.21% | 75 |
|
|
2023
Q1 | $252K | Sell |
614
-79
| -11% | -$32.5K | 0.19% | 80 |
|
|
2022
Q4 | $266K | Buy |
+693
| New | +$266K | 0.21% | 77 |
|