Fermata 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 | $1.06M | Sell |
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|
2025
Q2 | $4.69M | Sell |
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|
2025
Q1 | $30.1M | Sell |
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|
2024
Q4 | $37M | Buy |
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|
2024
Q3 | $35.4M | Buy |
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|
2024
Q2 | $32.5M | Sell |
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|
2024
Q1 | $31.4M | Sell |
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|
2023
Q4 | $31.6M | Buy |
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|
2023
Q3 | $19.7M | Buy |
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|
2023
Q2 | $462K | Sell |
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|
2023
Q1 | $11.2M | Sell |
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|
2022
Q4 | $11.9M | Sell |
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|
2022
Q3 | $17.1M | Buy |
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|
2022
Q2 | $12.8M | Buy |
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|
2022
Q1 | $12.8M | Buy |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $9.69M | Buy |
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|
2021
Q2 | $6.14M | Buy |
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|
2021
Q1 | $3.49M | Buy |
|