Vericrest Private Wealth’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
Q2
$7.44M Sell
19,614
-349
-2% -$132K 9.12% 2
2022
Q1
$9.06M Sell
19,963
-922
-4% -$418K 9.42% 2
2021
Q4
$9.96M Buy
+20,885
New +$9.96M 9.24% 2