CGC Financial 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
Q3
$453K Buy
2025
Q2
$387K Sell
2025
Q1
$368K Sell
2024
Q4
$411K Sell
2024
Q3
$448K Buy
2024
Q2
$403K Buy
2024
Q1
$384K Buy
2023
Q4
$326K Buy
2023
Q3
$29.2K Hold
2023
Q2
$30.3K Buy