Geier Asset 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
2021
Q2
$5.47M Buy
12,722
+1,978
+18% +$850K 3.82% 6
2021
Q1
$4.51M Buy
10,744
+2,794
+35% +$1.17M 3.3% 7
2020
Q4
$3.04M Buy
+7,950
New +$3.04M 2.47% 11