Flagstar Advisors’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 | $29.4M | Sell |
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|
2025
Q1 | $31.6M | Sell |
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|
2024
Q4 | $35.3M | Sell |
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|
2024
Q3 | $36.2M | Sell |
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|
2024
Q2 | $35.9M | Sell |
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|
2024
Q1 | $35.1M | Buy |
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|
2023
Q4 | $30M | Buy |
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|
2023
Q3 | $24.8M | Sell |
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|
2023
Q2 | $26.8M | Sell |
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|
2023
Q1 | $30M | Sell |
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|
2022
Q4 | $30M | Sell |
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|
2022
Q3 | $28.5M | Sell |
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|
2022
Q2 | $30.2M | Sell |
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|
2022
Q1 | $38.8M | Sell |
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|
2021
Q4 | $41.8M | Sell |
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|
2021
Q3 | $38.5M | Buy |
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