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Anderson Financial Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Anderson Financial Strategies’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-86
Closed -$48.3K – 120
2025
Q1 		$48.3K Sell
86
-9
-9% -$5.06K 0.03% 111
2024
Q4 		$55.9K Buy
+95
New +$55.9K 0.03% 59