Phoenix 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
Q2 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7.88M | Sell |
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|
2021
Q2 | $8.05M | Hold |
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|
2021
Q1 | $7.45M | Sell |
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|
2020
Q4 | $10.8M | Sell |
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|
2020
Q3 | $12.6M | Sell |
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|
2020
Q2 | $27.4M | Sell |
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|
2020
Q1 | $27.5M | Buy |
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|
2019
Q4 | $3.82M | Buy |
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|
2019
Q3 | $3.13M | Buy |
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