Fortis Capital Advisors’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 | $12.9M | Buy |
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|
2025
Q1 | $9.69M | Buy |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $8.08M | Buy |
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|
2024
Q2 | $976K | Buy |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $604K | Buy |
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $1M | Buy |
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