Chris Bulman’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 | $458K | Sell |
737
-172
| -19% | -$107K | 0.26% | 67 |
|
|
2025
Q1 | $511K | Sell |
909
-393
| -30% | -$221K | 0.32% | 63 |
|
|
2024
Q4 | $766K | Sell |
1,302
-12
| -0.9% | -$7.06K | 0.49% | 47 |
|
|
2024
Q3 | $758K | Buy |
1,314
+52
| +4% | +$30K | 0.52% | 46 |
|
|
2024
Q2 | $691K | Buy |
+1,262
| New | +$691K | 0.47% | 46 |
|