Financial & Tax Architects’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
$428K Sell
2025
Q1
$753K Buy
2024
Q4
$598K Sell
2024
Q3
$1.08M Buy