Financial Strategies Group’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 | $449K | Sell |
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|
2025
Q1 | $485K | Hold |
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|
2024
Q4 | $523K | Hold |
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|
2024
Q3 | $526K | Hold |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $468K | Hold |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $393K | Buy |
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|
2023
Q2 | $368K | Sell |
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|
2023
Q1 | $649K | Sell |
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|
2022
Q4 | $653K | Sell |
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|
2022
Q3 | $627K | Sell |
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|
2022
Q2 | $764K | Buy |
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|
2022
Q1 | $866K | Buy |
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|
2021
Q4 | $816K | Buy |
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|
2021
Q3 | $723K | Sell |
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|
2021
Q2 | $739K | Sell |
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|
2021
Q1 | $685K | Sell |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $551K | Sell |
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|
2020
Q2 | $516K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $326K | Buy |
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