Petra 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
2025
Q2
$489K Buy
2025
Q1
$433K Sell
2024
Q4
$460K Hold
2024
Q3
$451K Buy
2024
Q2
$420K Buy
2024
Q1
$369K Buy
2023
Q4
$224K Hold
2023
Q3
$202K Hold
2023
Q2
$209K Buy