Resurgent 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
Q2 | $2.53M | Sell |
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|
2025
Q1 | $2.86M | Sell |
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|
2024
Q4 | $3.18M | Sell |
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|
2024
Q3 | $3.21M | Buy |
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|
2024
Q2 | $3.01M | Sell |
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|
2024
Q1 | $5.7M | Buy |
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|
2023
Q4 | $3.85M | Sell |
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|
2023
Q3 | $4.05M | Buy |
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|
2023
Q2 | $3.66M | Sell |
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|
2023
Q1 | $3.94M | Sell |
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|
2022
Q4 | $3.85M | Buy |
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|
2022
Q3 | $2.79M | Sell |
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|
2022
Q2 | $3.09M | Buy |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | $2.43M | Buy |
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