Painted Porch 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 | $3.02M | Sell |
4,870
-35
| -0.7% | -$21.7K | 1.24% | 9 |
|
2025
Q1 | $2.76M | Buy |
4,905
+1,153
| +31% | +$648K | 1.15% | 9 |
|
2024
Q4 | $2.21M | Buy |
3,752
+300
| +9% | +$177K | 1.09% | 13 |
|
2024
Q3 | $1.99M | Sell |
3,452
-33
| -0.9% | -$19K | 1.01% | 18 |
|
2024
Q2 | $1.91M | Sell |
3,485
-36
| -1% | -$19.7K | 1.08% | 16 |
|
2024
Q1 | $1.85M | Buy |
3,521
+619
| +21% | +$325K | 1.13% | 16 |
|
2023
Q4 | $1.39M | Buy |
+2,902
| New | +$1.39M | 1.07% | 20 |
|