Surevest’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
2022
Q3
$43K Hold
119
0.01% 193
2022
Q2
$45K Hold
119
0.01% 208
2022
Q1
$54K Hold
119
0.01% 184
2021
Q4
$57K Buy
+119
New +$57K 0.01% 180