Elmwood 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
2022
Q1
Sell
-50
Closed -$24K 209
2021
Q4
$24K Buy
+50
New +$24K 0.01% 238
2021
Q2
$21K Hold
50
0.01% 218
2021
Q1
$20K Buy
+50
New +$20K 0.01% 217