Financial Symmetry’s iShares Core S&P 500 ETF IVV Stock Holding History

Financial Symmetry’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.07M	Sell
2025 Q1	$1.9M	Buy
2024 Q4	$1.7M	Sell
2024 Q3	$1.69M	Buy
2024 Q2	$1.58M	Buy
2024 Q1	$591K	Hold
2023 Q4	$537K	Buy