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

Plan Group 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	$5.16M	Sell
2025 Q2	$5.52M	Buy
2025 Q1	$701K	Buy
2024 Q4	$443K	Sell
2024 Q3	$444K	Sell
2024 Q2	$483K	Buy
2024 Q1	$423K	Buy
2023 Q4	$339K	Buy
2023 Q3	$284K	Buy
2023 Q2	$293K	Buy