Broadview Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Broadview Financial Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.6M	Buy	25,190 +924	+4%	+$574K	10.62%	2
2025 Q1	$13.6M	Sell	24,266 -434	-2%	-$244K	10.17%	2
2024 Q4	$14.5M	Sell	24,700 -1,172	-5%	-$690K	10.4%	2
2024 Q3	$14.9M	Sell	25,872 -711	-3%	-$410K	10.1%	2
2024 Q2	$14.5M	Sell	26,583 -750	-3%	-$410K	10.6%	2
2024 Q1	$14.4M	Sell	27,333 -662	-2%	-$348K	10.46%	2
2023 Q4	$13.4M	Sell	27,995 -666	-2%	-$318K	10.31%	2
2023 Q3	$12.3M	Sell	28,661 -800	-3%	-$344K	11.38%	2
2023 Q2	$13.1M	Sell	29,461 -877	-3%	-$391K	11.21%	2
2023 Q1	$12.5M	Sell	30,338 -23	-0.1%	-$9.46K	10.89%	2
2022 Q4	$11.7M	Sell	30,361 -1,246	-4%	-$479K	10.48%	2
2022 Q3	$11.3M	Sell	31,607 -60	-0.2%	-$21.5K	11.36%	2
2022 Q2	$12M	Sell	31,667 -1,078	-3%	-$409K	11.2%	2
2022 Q1	$14.9M	Buy	32,745 +82	+0.3%	+$37.2K	11.01%	2
2021 Q4	$15.6M	Sell	32,663 -867	-3%	-$414K	11.1%	2
2021 Q3	$14.4M	Sell	33,530 -303	-0.9%	-$131K	11.17%	2
2021 Q2	$14.5M	Sell	33,833 -725	-2%	-$312K	10.95%	2
2021 Q1	$13.7M	Sell	34,558 -331	-0.9%	-$132K	10.68%	2
2020 Q4	$13.1M	Sell	34,889 -1,365	-4%	-$512K	10.04%	2
2020 Q3	$12.2M	Sell	36,254 -2,763	-7%	-$929K	10.26%	2
2020 Q2	$12.1M	Sell	39,017 -3,458	-8%	-$1.07M	9.67%	2
2020 Q1	$11M	Sell	42,475 -956	-2%	-$247K	9.81%	2
2019 Q4	$14M	Sell	43,431 -1,498	-3%	-$484K	9.77%	2
2019 Q3	$13.4M	Sell	44,929 -797	-2%	-$238K	9.96%	2
2019 Q2	$13.5M	Sell	45,726 -833	-2%	-$246K	10.14%	2
2019 Q1	$13.2M	Sell	46,559 -136	-0.3%	-$38.7K	10.32%	2
2018 Q4	$11.7M	Buy	46,695 +1,518	+3%	+$382K	10.44%	2
2018 Q3	$13.2M	Sell	45,177 -1,477	-3%	-$432K	11.88%	2
2018 Q2	$12.7M	Sell	46,654 -434	-0.9%	-$119K	12.44%	2
2018 Q1	$12.5M	Sell	47,088 -1,673	-3%	-$444K	12.34%	2
2017 Q4	$13.1M	Buy	+48,761	New	+$13.1M	12.72%	2