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 |
|