AA Financial Advisors’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
Q3
$5.96M Buy
2025
Q2
$5.46M Buy
2025
Q1
$4.5M Buy
2024
Q4
$4.39M Sell
2024
Q3
$4.35M Buy
2024
Q2
$4M Buy
2024
Q1
$3.56M Buy
2023
Q4
$3.14M Buy