Fiduciary Alliance’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 | $1.57M | Buy |
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|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $574K | Sell |
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|
2024
Q2 | $563K | Buy |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $629K | Sell |
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|
2023
Q3 | $743K | Buy |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $280K | Buy |
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