Integrity Financial’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
$463K Hold
2025
Q1
$419K Sell
2024
Q4
$502K Buy
2024
Q3
$174K Hold
2024
Q2
$165K Sell
2024
Q1
$178K Hold
2023
Q4
$162K Hold
2023
Q3
$146K Buy
2023
Q2
$51.3K Hold
2023
Q1
$47.3K Sell
2022
Q4
$46.5K Sell
2022
Q3
$116K Sell
2022
Q2
$124K Buy
2022
Q1
$103K Sell
2021
Q4
$193K Buy