Concourse Financial Group Securities’s iShares Large Cap Moderate Buffer ETF IVVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4219 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5384 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 5370 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5401 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5404 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 5348 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 5257 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 5165 |
|