Shotwell Rutter Baer’s iShares Core S&P 500 ETF IVV Stock Holding History

Shotwell Rutter Baer’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$308K	Hold
2025 Q2	$286K	Hold
2025 Q1	$231K	Sell
2024 Q4	$278K	Sell
2024 Q3	$304K	Hold
2024 Q2	$295K	Sell
2024 Q1	$284K	Sell
2023 Q4	$267K	Buy