Manchester Financial’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
$291K Buy
2025
Q2
$262K Buy
2025
Q1
$211K Buy
2021
Q2
Sell
2021
Q1
$23K Hold
2020
Q4
$22K Hold
2020
Q3
$19K Sell
2020
Q2
$40K Hold
2020
Q1
$34K Hold
2019
Q4
$42K Buy
2019
Q3
Sell
2019
Q2
$43K Buy