Watchman Group’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
$372K Buy
+599
New +$372K 0.1% 60
2022
Q1
Sell
-439
Closed -$209K 77
2021
Q4
$209K Buy
+439
New +$209K 0.11% 75
2021
Q3
Sell
-471
Closed -$202K 74
2021
Q2
$202K Buy
+471
New +$202K 0.12% 72