Ford Financial Group’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
2023
Q1
Sell
2022
Q4
$1.57M Sell
2022
Q3
$1.62M Sell
2022
Q2
$2.74M Sell
2022
Q1
$3.79M Sell
2021
Q4
$7.63K Buy
2021
Q3
$6.57M Buy
2021
Q2
$6.5M Buy
2021
Q1
$5.89M Sell
2020
Q4
$5.59M Buy
2020
Q3
$4.98M Buy
2020
Q2
$4.39M Buy
2020
Q1
$3.46M Buy
2019
Q4
$1.11M Buy
2019
Q3
$356K Buy
2019
Q2
$226K Buy
2019
Q1
Sell
2018
Q4
$1.04M Buy