Newman & Schimel’s iShares Core S&P 500 ETF IVV Stock Holding History

Newman & Schimel’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
2022 Q4	$2.79M	Buy
2022 Q3	$1.77M	Buy
2022 Q2	$1.25M	Buy
2022 Q1	$1.11M	Buy
2021 Q4	$1.13M	Buy
2021 Q3	$818K	Buy
2021 Q2	$619K	Buy
2021 Q1	$486K	Buy
2020 Q4	$442K	Buy