BMS Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

BMS Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$16.4M	Sell
2023 Q1	$28.6M	Buy
2022 Q4	$27.6M	Sell
2022 Q3	$32.9M	Buy
2022 Q2	$28M	Buy
2022 Q1	$19.5M	Sell
2021 Q4	$28.1M	Buy