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Fiduciary Advisors Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Fiduciary Advisors Inc’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.21M Buy
3,566
+41
+1% +$25.5K 1.95% 15
2025
Q1 		$1.98M Sell
3,525
-97
-3% -$54.5K 1.96% 16
2024
Q4 		$2.13M Buy
+3,622
New +$2.13M 2.15% 16