Key Client Fiduciary Advisors’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
Q3 | $674K | Buy |
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|
2025
Q2 | $613K | Sell |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $601K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $561K | Sell |
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|
2023
Q1 | $521K | Buy |
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|
2022
Q4 | $443K | Buy |
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|
2022
Q3 | $403K | Hold |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $476K | Buy |
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