Fairview Capital Investment Management’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
$512K Hold
2025
Q1
$463K Buy
2022
Q1
Sell
2021
Q4
$283K Buy
2018
Q4
Sell
2018
Q3
$261K Sell
2018
Q2
$336K Buy
2018
Q1
$209K Hold
2017
Q4
$212K Buy