Vawter Financial’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 | $538K | Sell |
866
-8,347
| -91% | -$5.18M | 6.07% | 5 |
|
|
2025
Q1 | $5.18M | Buy |
9,213
+273
| +3% | +$153K | 2.9% | 8 |
|
|
2024
Q4 | $5.26M | Sell |
8,940
-181
| -2% | -$107K | 3.16% | 9 |
|
|
2024
Q3 | $5.26M | Buy |
9,121
+189
| +2% | +$109K | 3.21% | 9 |
|
|
2024
Q2 | $4.89M | Buy |
8,932
+365
| +4% | +$200K | 3.35% | 9 |
|
|
2024
Q1 | $4.5M | Sell |
8,567
-202
| -2% | -$106K | 3.27% | 9 |
|
|
2023
Q4 | $4.19M | Buy |
8,769
+520
| +6% | +$248K | 3.28% | 10 |
|
|
2023
Q3 | $3.54M | Sell |
8,249
-878
| -10% | -$377K | 4.02% | 9 |
|
|
2023
Q2 | $4.07M | Buy |
+9,127
| New | +$4.07M | 3.52% | 10 |
|