Bill Few Associates’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
Q3
$1.04M Sell
2025
Q2
$1.18M Buy
2025
Q1
$1.03M Sell
2024
Q4
$1.09M Sell
2024
Q3
$1.1M Sell
2024
Q2
$1.14M Buy
2024
Q1
$1.01M Sell
2023
Q4
$958K Buy
2023
Q3
$313K Sell
2023
Q2
$345K Hold
2023
Q1
$318K Buy
2022
Q4
$287K Buy
2022
Q3
$246K Sell
2022
Q2
$265K Sell
2022
Q1
$418K Buy
2021
Q4
$409K Buy