Bradley & Co Private Wealth 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
Q2 | $59K | Hold |
95
| – | – | 0.04% | 70 |
|
|
2025
Q1 | $53.4K | Hold |
95
| – | – | 0.04% | 72 |
|
|
2024
Q4 | $55.9K | Buy |
+95
| New | +$55.9K | 0.03% | 68 |
|
|
2024
Q2 | $52K | Hold |
95
| – | – | 0.04% | 65 |
|
|
2024
Q1 | $49.9K | Hold |
95
| – | – | 0.04% | 70 |
|
|
2023
Q4 | $45.4K | Hold |
95
| – | – | 0.04% | 65 |
|
|
2023
Q3 | $40.8K | Hold |
95
| – | – | 0.04% | 69 |
|
|
2023
Q2 | $42.3K | Hold |
95
| – | – | 0.04% | 64 |
|
|
2023
Q1 | $39.1K | Hold |
95
| – | – | 0.04% | 68 |
|
|
2022
Q4 | $36.5K | Sell |
95
-755
| -89% | -$290K | 0.04% | 70 |
|
|
2022
Q3 | $305K | Hold |
850
| – | – | 0.36% | 29 |
|
|
2022
Q2 | $322K | Buy |
+850
| New | +$322K | 0.35% | 35 |
|