RFG - Bristol Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$40.3M	Buy
2025 Q2	$23.8M	Sell
2025 Q1	$25M	Buy
2024 Q4	$25.3M	Buy