Rainier 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
$447K Buy
719
+306
+74% +$190K 0.45% 49
2025
Q1
$232K Buy
413
+30
+8% +$16.9K 0.27% 70
2024
Q4
$225K Buy
+383
New +$225K 0.27% 74