Concord Asset Management (Virginia)’s iShares Core S&P 500 ETF IVV Stock Holding History

Concord Asset Management (Virginia)’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	$688K	Buy
2022 Q3	–	Sell
2022 Q2	$239K	Hold
2022 Q1	$286K	Sell
2021 Q4	$452K	Buy