Diversify Advisory Services’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
Q2
$22M Buy
2025
Q1
$18.8M Sell
2024
Q4
$22.5M Sell
2024
Q3
$22.9M Sell
2024
Q2
$23.4M Sell
2024
Q1
$29M Buy