FSA
Financial Services Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8M | Buy |
39,864
+35,550
| +824% | +$22.1M | 11.95% | 1 |
|
|
2025
Q1 | $2.42M | Sell |
4,314
-417
| -9% | -$234K | 0.92% | 20 |
|
|
2024
Q4 | $2.79M | Sell |
4,731
-11,993
| -72% | -$7.06M | 0.65% | 29 |
|
|
2024
Q3 | $9.65M | Buy |
16,724
+5,780
| +53% | +$3.33M | 2.33% | 15 |
|
|
2024
Q2 | $5.99M | Sell |
10,944
-4,068
| -27% | -$2.23M | 1.64% | 19 |
|
|
2024
Q1 | $7.89M | Buy |
15,012
+4,089
| +37% | +$2.15M | 1.96% | 17 |
|
|
2023
Q4 | $5.22M | Buy |
+10,923
| New | +$5.22M | 1.49% | 22 |
|