Blalock Williams’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
$4.82M Sell
2025
Q2
$4.63M Sell
2025
Q1
$6.53M Sell
2024
Q4
$7.33M Buy