AFG Fiduciary 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
Q3 | $392K | Hold |
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|
2025
Q2 | $362K | Hold |
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|
2025
Q1 | $319K | Hold |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $359K | Hold |
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|
2024
Q2 | $344K | Hold |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $294K | Hold |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Hold |
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|
2022
Q1 | $244K | Hold |
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|
2021
Q4 | $257K | Buy |
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