Eagle Bluffs 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
2023
Q3
Sell
-1,722
Closed -$768K 69
2023
Q2
$768K Hold
1,722
0.59% 40
2023
Q1
$708K Buy
+1,722
New +$708K 0.58% 40