Financial Security Advisor’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $595K | Buy |
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|
2025
Q4 | $623K | Buy |
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|
2025
Q3 | $499K | Buy |
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|
2025
Q2 | $462K | Buy |
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|
2025
Q1 | $417K | Sell |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $546K | Buy |
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|
2024
Q1 | $444K | Sell |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $383K | Buy |
|