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

Penney Financial’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 Q3	$920K	Sell
2025 Q2	$1.15M	Hold
2025 Q1	$1.04M	Hold
2024 Q4	$1.09M	Hold
2024 Q3	$1.07M	Buy
2024 Q2	$1.01M	Buy
2024 Q1	$833K	Sell
2023 Q4	$766K	Buy