Forza Wealth 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 | $4.32M | Buy |
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|
2025
Q2 | $3.12M | Buy |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.87M | Buy |
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|
2024
Q2 | $1.64M | Hold |
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|
2024
Q1 | $1.57M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.51M | Hold |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.45M | Hold |
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|
2022
Q4 | $1.35M | Buy |
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