RFA
Rollins Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Hold |
1,841
| – | – | 0.18% | 61 |
|
|
2025
Q1 | $1.03M | Sell |
1,841
-168
| -8% | -$94.4K | 0.18% | 60 |
|
|
2024
Q4 | $1.18M | Buy |
2,009
+46
| +2% | +$27.1K | 0.18% | 54 |
|
|
2024
Q3 | $1.13M | Buy |
1,963
+110
| +6% | +$63.4K | 0.19% | 54 |
|
|
2024
Q2 | $1.01M | Buy |
1,853
+27
| +1% | +$14.8K | 0.17% | 55 |
|
|
2024
Q1 | $960K | Buy |
1,826
+121
| +7% | +$63.6K | 0.18% | 52 |
|
|
2023
Q4 | $814K | Buy |
+1,705
| New | +$814K | 0.17% | 56 |
|