Redwood Financial Network’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
$1.11M Buy
2025
Q1
$854K Buy
2024
Q4
$818K Buy
2024
Q3
$551K Buy
2024
Q2
$445K Sell
2024
Q1
$438K Buy
2023
Q4
$387K Buy
2023
Q3
$304K Sell
2023
Q2
$696K Sell
2023
Q1
$656K Sell
2022
Q4
$681K Sell
2022
Q3
$709K Buy
2022
Q2
$748K Buy
2022
Q1
$894K Buy