Farrell Financial’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
$462K Sell
2025
Q2
$432K Sell
2025
Q1
$397K Sell
2024
Q4
$500K Sell
2024
Q3
$517K Buy
2024
Q2
$470K Buy
2024
Q1
$450K Sell
2023
Q4
$381K Buy