Intrepid Financial Planning Group’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
$27.6M Sell
2025
Q1
$25.5M Sell
2024
Q4
$27.4M Sell
2024
Q3
$27.6M Sell
2024
Q2
$27.3M Sell
2024
Q1
$26.6M Sell
2023
Q4
$24.6M Sell
2023
Q3
$22.6M Sell
2023
Q2
$24.2M Sell
2023
Q1
$22.5M Sell
2022
Q4
$21.5M Sell
2022
Q3
$20.5M Sell
2022
Q2
$21.8M Buy