Founders Financial Alliance’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 | $6.92M | Buy |
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|
2025
Q1 | $6.19M | Buy |
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|
2024
Q4 | $2.49M | Buy |
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|
2024
Q3 | $2.22M | Buy |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $1.91M | Buy |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $902K | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $2.48M | Buy |
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|
2022
Q1 | $1.92M | Sell |
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|
2021
Q4 | $2.04M | Buy |
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|
2021
Q3 | $1.83M | Sell |
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|
2021
Q2 | $1.88M | Sell |
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|
2021
Q1 | $2.6M | Sell |
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|
2020
Q4 | $2.48M | Sell |
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|
2020
Q3 | $2.29M | Buy |
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