Financial Network Wealth 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
$1.15M Sell
2025
Q1
$1.39M Buy
2024
Q4
$738K Sell
2024
Q3
$1.87M Buy
2024
Q2
$1.72M Sell
2024
Q1
$1.67M Buy
2023
Q4
$1.42M Buy