Compass Financial Group (South Dakota)’s iShares Core S&P 500 ETF IVV Stock Holding History

Compass Financial Group (South Dakota)’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$290K	Sell
2025 Q1	$284K	Buy
2024 Q4	$294K	Buy
2024 Q3	$266K	Buy
2024 Q2	$213K	Hold
2024 Q1	$205K	Buy
2023 Q4	–	Sell
2023 Q3	$292K	Buy
2023 Q2	$220K	Sell
2023 Q1	$220K	Buy