Longview Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $591K | Sell |
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|
2026
Q1 | $524K | Sell |
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|
2025
Q4 | $550K | Buy |
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|
2025
Q3 | $537K | Hold |
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|
2025
Q2 | $498K | Sell |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $492K | Sell |
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $503K | Sell |
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|
2023
Q4 | $459K | Buy |
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