Midwest Capital Advisors’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
$667K Sell
1,075
-68
-6% -$42.2K 0.35% 31
2025
Q1
$642K Buy
1,143
+651
+132% +$366K 0.39% 30
2024
Q4
$290K Buy
+492
New +$290K 0.21% 44