BCS 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
$879K Sell
2025
Q1
$797K Buy
2024
Q4
$830K Buy
2023
Q2
Sell
2023
Q1
$202K Buy
2022
Q1
Sell
2021
Q4
$208K Buy