SFS
Security Financial Services’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 | $391K | Sell |
629
-311
| -33% | -$193K | 0.07% | 135 |
|
|
2025
Q1 | $528K | Buy |
940
+126
| +15% | +$70.8K | 0.1% | 101 |
|
|
2024
Q4 | $479K | Sell |
814
-37
| -4% | -$21.8K | 0.1% | 104 |
|
|
2024
Q3 | $491K | Sell |
851
-67
| -7% | -$38.6K | 0.1% | 99 |
|
|
2024
Q2 | $502K | Sell |
918
-1,555
| -63% | -$851K | 0.11% | 97 |
|
|
2024
Q1 | $1.3M | Buy |
2,473
+856
| +53% | +$450K | 0.29% | 58 |
|
|
2023
Q4 | $772K | Sell |
1,617
-16
| -1% | -$7.64K | 0.19% | 74 |
|
|
2023
Q3 | $701K | Sell |
1,633
-87
| -5% | -$37.3K | 0.2% | 81 |
|
|
2023
Q2 | $766K | Buy |
1,720
+576
| +50% | +$257K | 0.22% | 70 |
|
|
2023
Q1 | $470K | Sell |
1,144
-290
| -20% | -$119K | 0.14% | 95 |
|
|
2022
Q4 | $551K | Sell |
1,434
-256
| -15% | -$98.4K | 0.17% | 89 |
|
|
2022
Q3 | $606K | Sell |
1,690
-525
| -24% | -$188K | 0.21% | 82 |
|
|
2022
Q2 | $840K | Buy |
2,215
+177
| +9% | +$67.1K | 0.27% | 68 |
|
|
2022
Q1 | $925K | Sell |
2,038
-838
| -29% | -$380K | 0.29% | 59 |
|
|
2021
Q4 | $1.37M | Buy |
+2,876
| New | +$1.37M | 0.46% | 45 |
|