Fort Henry Capital’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
Q3 | $41.7M | Sell |
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|
2025
Q2 | $39.1M | Buy |
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|
2025
Q1 | $35.1M | Sell |
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|
2024
Q4 | $37.5M | Sell |
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|
2024
Q3 | $38.8M | Sell |
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|
2024
Q2 | $38.8M | Buy |
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|
2024
Q1 | $37.1M | Sell |
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|
2023
Q4 | $35.7M | Sell |
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|
2023
Q3 | $32.3M | Sell |
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|
2023
Q2 | $34.6M | Sell |
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|
2023
Q1 | $32.5M | Buy |
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|
2022
Q4 | $29.8M | Buy |
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|
2022
Q3 | $27.1M | Buy |
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|
2022
Q2 | $28.3M | Buy |
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|
2022
Q1 | $33.1M | Buy |
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|
2021
Q4 | $34.8M | Sell |
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|
2021
Q3 | $32.3M | Sell |
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|
2021
Q2 | $32.3M | Buy |
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|
2021
Q1 | $29.8M | Buy |
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|
2020
Q4 | $27.7M | Buy |
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