Heritage Wealth Management (Arizona)’s iShares Core S&P 500 ETF IVV Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$7.7M	Sell
2024 Q1	$8.39M	Buy
2023 Q4	$6.96M	Buy
2022 Q4	$21.6M	Buy
2022 Q3	$9.34M	Buy
2022 Q2	$8.85M	Sell
2022 Q1	$10.9M	Buy
2021 Q3	$7.69M	Buy
2021 Q2	$5.92M	Buy
2021 Q1	$2.77M	Buy