B.O.S.S. Retirement Advisors’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 | $5.34M | Sell |
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|
2025
Q1 | $5.08M | Sell |
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|
2024
Q4 | $5.4M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $13.2M | Sell |
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|
2023
Q3 | $12.2M | Buy |
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|
2023
Q2 | $12.5M | Buy |
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|
2023
Q1 | $11.5M | Buy |
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|
2022
Q4 | $10.5M | Buy |
|