SRB
Shotwell Rutter Baer’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
456
| – | – | 0.19% | 33 |
|
|
2025
Q1 | $231K | Sell |
456
-21
| -4% | -$10.7K | 0.2% | 32 |
|
|
2024
Q4 | $278K | Sell |
477
-51
| -10% | -$29.8K | 0.23% | 32 |
|
|
2024
Q3 | $304K | Hold |
528
| – | – | 0.25% | 32 |
|
|
2024
Q2 | $295K | Sell |
528
-17
| -3% | -$9.5K | 0.26% | 32 |
|
|
2024
Q1 | $284K | Sell |
545
-14
| -3% | -$7.3K | 0.58% | 18 |
|
|
2023
Q4 | $267K | Buy |
+559
| New | +$267K | 0.26% | 33 |
|