FWL Investment 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
Q2
$1.24M Sell
2025
Q1
$1.29M Sell
2024
Q4
$1.64M Sell
2024
Q3
$1.8M Buy
2024
Q2
$327K Buy
2022
Q4
Sell
2022
Q3
$19K Buy