Forum Financial 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
Q3 | $6.06M | Sell |
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|
2025
Q2 | $5.71M | Sell |
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|
2025
Q1 | $5.89M | Buy |
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|
2024
Q4 | $5.01M | Buy |
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|
2024
Q3 | $4.82M | Buy |
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|
2024
Q2 | $4.43M | Sell |
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|
2024
Q1 | $4.44M | Buy |
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|
2023
Q4 | $3.92M | Buy |
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|
2023
Q3 | $3.49M | Sell |
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|
2023
Q2 | $3.77M | Sell |
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|
2023
Q1 | $3.58M | Sell |
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|
2022
Q4 | $3.62M | Sell |
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|
2022
Q3 | $3.63M | Sell |
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|
2022
Q2 | $3.85M | Buy |
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|
2022
Q1 | $4.08M | Sell |
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|
2021
Q4 | $4.38M | Buy |
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