Global Assets Advisory’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
$989K Sell
2025
Q2
$956K Sell
2025
Q1
$1.03M Buy
2024
Q4
$391K Sell
2024
Q3
$764K Sell
2024
Q2
$1.76M Sell
2024
Q1
$759K Buy
2022
Q3
Sell
2022
Q2
$698K Buy