Security Financial Services’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 | $419K | Sell |
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|
2025
Q2 | $391K | Sell |
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|
2025
Q1 | $528K | Buy |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $502K | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $772K | Sell |
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|
2023
Q3 | $701K | Sell |
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|
2023
Q2 | $766K | Buy |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $551K | Sell |
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|
2022
Q3 | $606K | Sell |
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|
2022
Q2 | $840K | Buy |
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|
2022
Q1 | $925K | Sell |
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|
2021
Q4 | $1.37M | Buy |
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