SBK Financial’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
2022
Q4
$964K Sell
2022
Q3
$902K Buy
2022
Q2
$777K Buy
2022
Q1
$847K Hold
2021
Q4
$891K Buy