AFS Financial Group’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
2024
Q1
Sell
2023
Q4
$10.2M Sell
2023
Q3
$9.38M Sell
2023
Q2
$10M Buy
2023
Q1
$9M Sell
2022
Q4
$8.45M Buy