FMA Advisory’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
2021
Q2
Sell
2021
Q1
$361K Buy
2020
Q4
$340K Sell
2020
Q3
$313K Sell
2020
Q2
$292K Buy
2020
Q1
$243K Buy
2019
Q4
$302K Buy
2019
Q3
$262K Buy