Wedgewood Partners’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
Q1
Sell
-771
Closed -$367K 44
2021
Q4
$367K Buy
+771
New +$367K 0.05% 35