Parker Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$885K Buy
+1,426
New +$885K 0.38% 19
2023
Q3
Sell
-503
Closed -$224K 46
2023
Q2
$224K Sell
503
-228
-31% -$102K 0.16% 41
2023
Q1
$301K Buy
+731
New +$301K 0.24% 31