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

Plotkin Financial Advisors’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 Q2	$223K	Buy
2025 Q1	–	Sell
2024 Q4	$202K	Buy
2020 Q3	–	Sell
2020 Q2	$260K	Sell
2020 Q1	$222K	Hold
2019 Q4	$277K	Buy