Keener Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Keener Financial Planning’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.13M	Hold
2025 Q2	$1.05M	Hold
2025 Q1	$948K	Hold
2024 Q4	$993K	Hold
2024 Q3	$973K	Hold
2024 Q2	$923K	Hold
2024 Q1	$888K	Buy
2023 Q4	$776K	Buy