River Street 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
$1.14M Buy
1,830
+390
+27% +$242K 0.49% 58
2025
Q1
$809K Buy
1,440
+47
+3% +$26.4K 0.4% 71
2024
Q4
$820K Sell
1,393
-446
-24% -$263K 0.42% 67
2024
Q3
$1.06M Buy
1,839
+447
+32% +$258K 0.58% 52
2024
Q2
$762K Buy
+1,392
New +$762K 0.47% 61