Wilkins Investment Counsel’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 | $341K | Hold |
550
| – | – | 0.05% | 110 |
|
|
2025
Q1 | $309K | Sell |
550
-100
| -15% | -$56.2K | 0.04% | 110 |
|
|
2024
Q4 | $383K | Hold |
650
| – | – | 0.06% | 109 |
|
|
2024
Q3 | $375K | Hold |
650
| – | – | 0.05% | 109 |
|
|
2024
Q2 | $356K | Sell |
650
-100
| -13% | -$54.7K | 0.05% | 108 |
|
|
2024
Q1 | $394K | Buy |
+750
| New | +$394K | 0.06% | 106 |
|