First Ascent Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

First Ascent Asset Management’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
2023 Q3	–	Sell
2023 Q2	$2.4M	Sell
2023 Q1	$2.26M	Buy
2022 Q4	$2.07M	Buy
2021 Q1	–	Sell
2020 Q4	$223K	Sell
2020 Q3	$395K	Sell
2020 Q2	$532K	Sell
2020 Q1	$560K	Buy
2019 Q4	$630K	Buy