Financial Services Advisory’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
$24.8M Buy
2025
Q1
$2.42M Sell
2024
Q4
$2.79M Sell
2024
Q3
$9.65M Buy
2024
Q2
$5.99M Sell
2024
Q1
$7.89M Buy
2023
Q4
$5.22M Buy