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

Leading Edge Financial Planning’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	$416K	Buy
2025 Q1	$337K	Hold
2024 Q4	$353K	Buy
2024 Q3	$241K	Buy
2024 Q2	$209K	Hold
2024 Q1	$201K	Sell
2023 Q4	$223K	Buy
2023 Q1	–	Sell
2022 Q4	$346K	Buy