TFR Capital’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
2025
Q2
$6.66M Sell
10,726
-410
-4% -$255K 2.41% 7
2025
Q1
$6.26M Buy
11,136
+1,177
+12% +$661K 2.6% 6
2024
Q4
$5.86M Buy
+9,959
New +$5.86M 2.91% 8