Quantum 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
Q3 | $543K | Buy |
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|
2025
Q2 | $484K | Hold |
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|
2025
Q1 | $438K | Hold |
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|
2024
Q4 | $459K | Hold |
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|
2024
Q3 | $449K | Hold |
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|
2024
Q2 | $426K | Hold |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $394K | Buy |
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|
2023
Q3 | $335K | Sell |
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|
2023
Q2 | $509K | Buy |
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|
2023
Q1 | $271K | Buy |
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