Spearhead Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$405K Hold
2022
Q2
$428K Sell
2022
Q1
$8.73M Buy
2021
Q4
$4.8M Buy
2021
Q3
$1.25M Buy
2020
Q4
Sell
2020
Q3
$1M Buy