J.M. Forbes & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

J.M. Forbes & Co’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Hold
2025 Q1	$1.76M	Buy
2024 Q4	$1.82M	Hold
2024 Q3	$1.79M	Buy
2024 Q2	$1.65M	Hold
2024 Q1	$1.59M	Buy
2023 Q4	$1.27M	Hold
2023 Q3	$1.14M	Hold
2023 Q2	$1.18M	Buy