Empire Financial Management Company’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
$250K Buy
2025
Q1
$224K Hold
2024
Q4
$235K Buy
2024
Q3
$227K Hold
2024
Q2
$215K Buy
2024
Q1
$205K Buy