Fi3 Financial 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
Q2 | $44.8M | Buy |
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|
2025
Q1 | $38.5M | Sell |
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|
2024
Q4 | $41.6M | Sell |
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|
2024
Q3 | $41.1M | Buy |
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|
2024
Q2 | $37.9M | Buy |
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|
2024
Q1 | $35.5M | Sell |
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|
2023
Q4 | $34.7M | Buy |
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|
2023
Q3 | $29.8M | Buy |
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|
2023
Q2 | $30.1M | Buy |
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|
2023
Q1 | $24.6M | Buy |
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|
2022
Q4 | $22.2M | Buy |
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|
2022
Q3 | $16.2M | Sell |
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|
2022
Q2 | $17.8M | Buy |
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|
2022
Q1 | $21.1M | Sell |
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|
2021
Q4 | $22.6M | Buy |
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|
2021
Q3 | $19M | Sell |
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|
2021
Q2 | $19.6M | Buy |
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|
2021
Q1 | $12.1M | Buy |
|