SCM
Stordahl Capital Management’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 | $243K | Hold |
392
| – | – | 0.05% | 55 |
|
2025
Q1 | $220K | Hold |
392
| – | – | 0.05% | 55 |
|
2024
Q4 | $231K | Hold |
392
| – | – | 0.05% | 56 |
|
2024
Q3 | $224K | Hold |
392
| – | – | 0.05% | 49 |
|
2024
Q2 | $215K | Hold |
392
| – | – | 0.05% | 50 |
|
2024
Q1 | $206K | Buy |
+392
| New | +$206K | 0.05% | 50 |
|