Financial Harvest’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Buy
+512
New +$318K 0.24% 39
2025
Q1
Sell
-571
Closed -$336K 82
2024
Q4
$336K Buy
+571
New +$336K 0.28% 37