Heron Bay Capital 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
2024
Q2
Sell
2024
Q1
$1.91M Hold
2023
Q4
$1.74M Hold
2023
Q3
$1.56M Hold
2023
Q2
$1.62M Buy