RIA Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,548
Closed -$595K 134
2022
Q4
$595K Buy
+1,548
New +$595K 0.34% 46