Bright Futures 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
Q1
$265K Sell
2024
Q4
$364K Buy
2024
Q3
$310K Sell
2024
Q2
$344K Sell
2024
Q1
$388K Buy