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
Q3 | $412K | Buy |
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|
2025
Q2 | $374K | Hold |
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|
2025
Q1 | $338K | Hold |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $316K | Hold |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $258K | Buy |
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