Rainsberger Wealth 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
2023
Q2
Sell
-584
Closed -$240K 73
2023
Q1
$240K Hold
584
0.14% 74
2022
Q4
$224K Buy
584
+2
+0.3% +$768 0.14% 73
2022
Q3
$209K Buy
+582
New +$209K 0.14% 74