Forte Asset Management’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 | $6.99M | Sell |
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|
2025
Q1 | $6.98M | Buy |
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|
2024
Q4 | $6.17M | Sell |
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|
2024
Q3 | $6.13M | Buy |
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|
2024
Q2 | $5.75M | Buy |
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|
2024
Q1 | $5.36M | Buy |
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|
2023
Q4 | $4.84M | Buy |
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|
2023
Q3 | $973K | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $4.72M | Sell |
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|
2022
Q3 | $5.37M | Sell |
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|
2022
Q2 | $5.96M | Buy |
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