FWG Investments’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
$709K Sell
2025
Q2
$726K Buy
2025
Q1
Sell
2024
Q4
$646K Sell
2024
Q3
$647K Buy
2024
Q2
$605K Sell
2024
Q1
$616K Sell
2023
Q4
$588K Buy