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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Hold
586
0.11% 58
2025
Q1
$329K Sell
586
-25
-4% -$14K 0.11% 60
2024
Q4
$360K Buy
+611
New +$360K 0.11% 58