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