Isthmus Partners’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 | – | Sell |
-476
| Closed | -$267K | – | 220 |
|
|
2025
Q1 | $267K | Buy |
+476
| New | +$267K | 0.03% | 189 |
|
|
2018
Q1 | – | Sell |
-8
| Closed | -$2K | – | 286 |
|
|
2017
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 286 |
|
|
2017
Q1 | – | Sell |
-305
| Closed | -$69K | – | 302 |
|
|
2016
Q4 | $69K | Buy |
+305
| New | +$69K | 0.02% | 170 |
|