A&I Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.22M Buy
2025
Q1
$1.09M Buy
2024
Q4
$387K Buy
2019
Q3
$338K Buy
2019
Q2
$325K Buy
2019
Q1
Sell
2018
Q4
$1.38M Buy
2018
Q3
Sell
2018
Q2
$630K Hold
2018
Q1
$612K Sell
2017
Q4
$4.49M Buy