Richardson Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Richardson Financial Services’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.27M	Buy
2025 Q2	$261K	Sell
2025 Q1	$346K	Buy
2024 Q4	$134K	Sell
2024 Q3	$411K	Buy
2024 Q2	$280K	Sell
2024 Q1	$283K	Buy
2023 Q4	$49.2K	Buy