May Barnhard Investments’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 | $1.29M | Buy |
2,083
+4
| +0.2% | +$2.48K | 0.6% | 40 |
|
|
2025
Q1 | $1.17M | Sell |
2,079
-717
| -26% | -$403K | 0.58% | 40 |
|
|
2024
Q4 | $1.65M | Buy |
2,796
+7
| +0.3% | +$4.12K | 0.78% | 34 |
|
|
2024
Q3 | $1.61M | Sell |
2,789
-363
| -12% | -$209K | 0.79% | 33 |
|
|
2024
Q2 | $1.73M | Buy |
3,152
+8
| +0.3% | +$4.38K | 0.89% | 32 |
|
|
2024
Q1 | $1.65M | Sell |
3,144
-240
| -7% | -$126K | 0.83% | 32 |
|
|
2023
Q4 | $1.62M | Buy |
+3,384
| New | +$1.62M | 0.83% | 32 |
|