Investor's Fiduciary Advisor Network’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$810K Sell
1,305
-115
-8% -$71.4K 0.3% 90
2025
Q1
$798K Sell
1,420
-109
-7% -$61.3K 0.38% 72
2024
Q4
$900K Buy
+1,529
New +$900K 0.34% 74