Harmony Asset 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
Q1
Sell
2024
Q4
$301K Sell
2024
Q3
$351K Buy
2024
Q2
$301K Sell
2024
Q1
$310K Buy