Farther Finance Advisors’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 | $399M | Buy |
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|
2025
Q2 | $344M | Buy |
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|
2025
Q1 | $226M | Buy |
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|
2024
Q4 | $187M | Buy |
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|
2024
Q3 | $172M | Buy |
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|
2024
Q2 | $143M | Buy |
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|
2024
Q1 | $115M | Buy |
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|
2023
Q4 | $91.4M | Buy |
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|
2023
Q3 | $51.7M | Buy |
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|
2023
Q2 | $27.4M | Buy |
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|
2023
Q1 | $20.9M | Buy |
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|
2022
Q4 | $16.7M | Buy |
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