Fairman 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
$27.8M Buy
2025
Q2
$23.7M Buy
2025
Q1
$14.6M Buy
2024
Q4
$14.7M Buy
2024
Q3
$13.8M Buy
2024
Q2
$13M Buy
2024
Q1
$11.9M Sell
2023
Q4
$11.2M Buy