FSM Wealth Advisors’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 | $3.54M | Buy |
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|
2025
Q2 | $3.18M | Buy |
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|
2025
Q1 | $2.57M | Sell |
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|
2024
Q4 | $2.76M | Sell |
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|
2024
Q3 | $2.69M | Buy |
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|
2024
Q2 | $2.43M | Sell |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.5M | Buy |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $1.99M | Buy |
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