Family Asset 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
2024
Q3
$1.85M Sell
2024
Q2
$1.85M Buy
2024
Q1
$1.6M Sell
2023
Q4
$1.45M Buy
2023
Q3
$1.29M Sell
2023
Q2
$1.34M Sell
2023
Q1
$1.25M Sell
2022
Q4
$1.21M Buy