Safe Harbor Fiduciary’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
2024
Q4
Sell
-57
Closed -$32.9K 209
2024
Q3
$32.9K Buy
+57
New +$32.9K 0.03% 110