First Trust Direct Indexing’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
2024
Q4
Sell
2024
Q3
$3.62M Buy
2024
Q2
$2.84M Buy
2024
Q1
$937K Buy
2023
Q4
$469K Buy