RFG Holdings’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 | $265K | Buy |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $224K | Hold |
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|
2024
Q4 | $234K | Hold |
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|
2024
Q3 | $230K | Hold |
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|
2024
Q2 | $218K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.31M | Sell |
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|
2022
Q2 | $2.64M | Sell |
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|
2022
Q1 | $4.71M | Buy |
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|
2021
Q4 | $4.88M | Buy |
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|
2021
Q3 | $4.18M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $862K | Sell |
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|
2020
Q4 | $2.05M | Buy |
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