Austin Wealth Management’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
Q2
$631K Buy
2025
Q1
$539K Buy
2024
Q4
$585K Buy
2024
Q3
$538K Sell
2024
Q2
$580K Buy
2024
Q1
$457K Sell
2023
Q4
$471K Sell
2023
Q3
$433K Buy