Dixon Hubard Feinour & Brown’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
2022
Q2
$551K Sell
1,452
-255
-15% -$96.8K 0.07% 188
2022
Q1
$774K Hold
1,707
0.08% 182
2021
Q4
$814K Buy
+1,707
New +$814K 0.08% 169