FFS
IVV icon

Fortress Financial Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.38M Buy
8,668
+999
+13% +$620K 6.75% 3
2025
Q1
$4.31M Buy
7,669
+3,000
+64% +$1.69M 6.23% 4
2024
Q4
$2.75M Buy
+4,669
New +$2.75M 3.92% 9