Ethos 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
Q3 | $9.3M | Buy |
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|
2025
Q2 | $8.05M | Sell |
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|
2025
Q1 | $7.79M | Sell |
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|
2024
Q4 | $7.93M | Buy |
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|
2024
Q3 | $6.33M | Buy |
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|
2024
Q2 | $5.92M | Buy |
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|
2024
Q1 | $5.42M | Buy |
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|
2023
Q4 | $4.65M | Buy |
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|
2023
Q3 | $3.84M | Buy |
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|
2023
Q2 | $3.34M | Hold |
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|
2023
Q1 | $3.34M | Buy |
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|
2022
Q4 | $3.05M | Buy |
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