RTD Financial Advisors’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
$94.7M Buy
2025
Q2
$86.9M Sell
2025
Q1
$81.2M Sell
2024
Q4
$88M Sell
2024
Q3
$86.5M Buy
2024
Q2
$81M Buy
2024
Q1
$77.6M Sell
2023
Q4
$71.2M Sell
2023
Q3
$65.2M Sell
2023
Q2
$69.2M Buy
2023
Q1
$62.9M Buy
2022
Q4
$58M Sell
2022
Q3
$54.6M Sell
2022
Q2
$58.5M Sell
2022
Q1
$73.3M Sell
2021
Q4
$77.2M Buy