Moment 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
$1.12M Sell
1,801
-28
-2% -$17.4K 0.21% 31
2025
Q1
$1.03M Buy
1,829
+363
+25% +$204K 0.2% 36
2024
Q4
$863K Buy
+1,466
New +$863K 0.16% 40