Rossby Financial’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
$2.29M Sell
3,685
-94
-2% -$58.4K 0.84% 20
2025
Q1
$2.09M Buy
3,779
+598
+19% +$331K 0.88% 19
2024
Q4
$1.87M Buy
+3,181
New +$1.87M 1.16% 14