CFS Investment Advisory Services’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 | $28.7M | Buy |
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|
2025
Q1 | $24.9M | Buy |
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|
2024
Q4 | $25.1M | Sell |
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|
2024
Q3 | $45.8M | Buy |
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|
2024
Q2 | $43M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $16M | Buy |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.89M | Sell |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $5.5M | Buy |
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|
2021
Q3 | $4.13M | Buy |
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|
2021
Q2 | $232K | Buy |
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|
2020
Q4 | $5.54M | Buy |
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