Brass Tax 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 | – | Sell |
-10,104
| Closed | -$5.68M | – | 235 |
|
|
2025
Q1 | $5.68M | Buy |
10,104
+11
| +0.1% | +$6.18K | 1.19% | 18 |
|
|
2024
Q4 | $5.94M | Sell |
10,093
-40
| -0.4% | -$23.5K | 1.25% | 18 |
|
|
2024
Q3 | $5.84M | Buy |
10,133
+870
| +9% | +$502K | 1.25% | 19 |
|
|
2024
Q2 | $5.07M | Sell |
9,263
-81
| -0.9% | -$44.3K | 2.19% | 10 |
|
|
2024
Q1 | $4.91M | Buy |
+9,344
| New | +$4.91M | 2.56% | 10 |
|