Morton Brown Family Wealth’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 | $360K | Sell |
580
-44
| -7% | -$27.3K | 0.11% | 40 |
|
|
2025
Q1 | $351K | Hold |
624
| – | – | 0.12% | 40 |
|
|
2024
Q4 | $367K | Buy |
624
+313
| +101% | +$184K | 0.13% | 42 |
|
|
2024
Q3 | $179K | Sell |
311
-62
| -17% | -$35.8K | 0.06% | 57 |
|
|
2024
Q2 | $207K | Buy |
373
+42
| +13% | +$23.3K | 0.08% | 56 |
|
|
2024
Q1 | $174K | Buy |
331
+72
| +28% | +$37.9K | 0.07% | 56 |
|
|
2023
Q4 | $124K | Buy |
259
+65
| +34% | +$31K | 0.05% | 64 |
|
|
2023
Q3 | $83.3K | Buy |
+194
| New | +$83.3K | 0.04% | 66 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$6.99K | – | 243 |
|
|
2023
Q1 | $6.99K | Buy |
+17
| New | +$6.99K | ﹤0.01% | 147 |
|
|
2022
Q1 | – | Sell |
-461
| Closed | -$220K | – | 176 |
|
|
2021
Q4 | $220K | Buy |
+461
| New | +$220K | 0.17% | 37 |
|