Addison Capital’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
Sell
2025
Q2
$268K Hold
2025
Q1
$242K Hold
2024
Q4
$254K Hold
2024
Q3
$249K Sell
2024
Q2
$271K Buy
2022
Q1
Sell
2021
Q4
$257K Buy