Delta Financial 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
Q1
$2.35M Buy
2024
Q4
$2.4M Buy
2024
Q2
Sell
2024
Q1
$1.97M Buy
2023
Q4
$1.69M Sell
2023
Q3
$1.57M Buy
2023
Q2
Sell
2023
Q1
$1.12M Buy
2022
Q4
$1.02M Buy