Bond & Devick Financial Network’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
2026 Q1	$1.22M	Sell	1,873 -51	-3%	-$34.8K	0.34%	45
2025 Q4	$1.32M	Buy	1,924 +177	+10%	+$120K	0.37%	41
2025 Q3	$1.17M	Sell	1,747 -116	-6%	-$74.7K	0.35%	44
2025 Q2	$1.16M	Sell	1,863 -82	-4%	-$47.1K	0.38%	41
2025 Q1	$1.09M	Sell	1,945 -238	-11%	-$141K	0.4%	41
2024 Q4	$1.26M	Hold	2,183	–	–	0.54%	33
2024 Q3	$1.26M	Hold	2,183	–	–	0.54%	33
2024 Q2	$1.19M	Buy	2,183 +11	+0.5%	+$5.78K	0.64%	24
2024 Q1	$1.14M	Sell	2,172 -15	-0.7%	-$7.5K	0.62%	24
2023 Q4	$1.04M	Hold	2,187	–	–	0.59%	26
2023 Q3	$939K	Buy	2,187 +30	+1%	+$13.4K	0.6%	32
2023 Q2	$961K	Buy	2,157 +204	+10%	+$86K	0.6%	31
2023 Q1	$803K	Hold	1,953	–	–	0.51%	39
2022 Q4	$750K	Hold	1,953	–	–	0.53%	40
2022 Q3	$700K	Hold	1,953	–	–	0.58%	41
2022 Q2	$740K	Sell	1,953 -1	-0.1%	-$411	0.65%	40
2022 Q1	$887K	Sell	1,954 -408	-17%	-$182K	0.71%	35
2021 Q4	$1.13M	Sell	2,362 -22	-0.9%	-$10.1K	0.85%	24
2021 Q3	$1.03M	Sell	2,384 -25	-1%	-$11.1K	0.85%	27
2021 Q2	$1.04M	Buy	2,409 +55	+2%	+$23K	0.85%	29
2021 Q1	$936K	Buy	2,354 +511	+28%	+$198K	0.87%	30
2020 Q4	$692K	Buy	+1,843	New	+$656K	0.79%	36