Clark Financial Services Group’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
$464K Buy
2025
Q2
$429K Buy
2025
Q1
$386K Sell
2024
Q4
$560K Hold
2024
Q3
$549K Buy
2024
Q2
$228K Hold
2024
Q1
$219K Buy