Financial Life 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
$374K Hold
2025
Q1
$338K Hold
2024
Q4
$354K Hold
2024
Q3
$347K Hold
2024
Q2
$329K Hold
2024
Q1
$316K Hold
2023
Q4
$288K Hold
2023
Q3
$259K Hold
2023
Q2
$268K Sell
2023
Q1
$258K Buy