Cetera Trust Company’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
Q2
$130K Hold
2025
Q1
$118K Hold
2024
Q4
$124K Hold
2024
Q3
$121K Hold
2024
Q2
$115K Hold
2024
Q1
$110K Hold
2023
Q4
$100K Buy