Equita Financial Network’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
$464K Sell
2025
Q1
$7.71M Sell
2024
Q4
$8.23M Sell
2024
Q3
$8.09M Sell
2024
Q2
$7.95M Buy
2024
Q1
$6.92M Buy
2023
Q4
$6.09M Sell
2023
Q3
$5.66M Buy