Fiduciary Planning’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 | $5.72M | Buy |
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|
2025
Q2 | $4.99M | Sell |
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|
2025
Q1 | $4.7M | Buy |
|
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|
2024
Q4 | $4.64M | Buy |
|
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|
2024
Q3 | $4.35M | Buy |
|
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|
2024
Q2 | $3.96M | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $759K | Sell |
|
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|
2021
Q3 | $7.42M | Buy |
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|
2021
Q2 | $2.59M | Buy |
|