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

Portland 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 Q3	$995K	Sell
2025 Q2	$930K	Hold
2025 Q1	$842K	Hold
2024 Q4	$882K	Buy