Horizon Wealth 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
$44M Buy
2025
Q1
$957K Buy
2024
Q4
$1M Buy
2022
Q2
Sell
2022
Q1
$928K Buy