Francis Financial’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 | $2.45M | Sell |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $1.89M | Sell |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $791K | Sell |
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|
2023
Q3 | $749K | Sell |
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|
2023
Q2 | $1.21M | Buy |
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|
2023
Q1 | $487K | Hold |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $378K | Sell |
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|
2022
Q2 | $534K | Buy |
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|
2018
Q1 | $506K | Sell |
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|
2017
Q4 | $525K | Buy |
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