Bromfield Sneider Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bromfield Sneider Wealth 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
2024 Q1	$3.17M	Buy
2023 Q4	$2.83M	Buy
2023 Q3	$2.54M	Sell
2023 Q2	$2.68M	Buy
2023 Q1	$2.46M	Buy
2022 Q4	$2.11M	Buy
2022 Q3	$1.96M	Buy
2022 Q2	$1.95M	Buy
2022 Q1	$1.47M	Buy
2021 Q4	$1.54M	Buy