Burkett Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Burkett Financial Services’s Portfolio IVV Stock Details IVV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$24.6K	Hold
2025 Q2	$22.8K	Hold
2025 Q1	$20.5K	Sell
2024 Q4	$37.4K	Hold
2024 Q3	$36.5K	Hold
2024 Q2	$34.5K	Hold
2024 Q1	$33K	Sell
2023 Q4	$31K	Buy