Snider Financial Group’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
Q2
$36.9M Buy
2025
Q1
$32.1M Buy
2024
Q4
$33.4M Sell
2024
Q3
$34.1M Sell
2024
Q2
$32.8M Buy
2024
Q1
$24.6M Buy
2023
Q4
$15.4M Sell
2023
Q3
$14.1M Sell
2023
Q2
$15.4M Buy
2023
Q1
$13.8M Sell
2022
Q4
$13.4M Sell
2022
Q3
$13.4M Buy
2022
Q2
$9.81M Buy
2022
Q1
$11.4M Buy
2021
Q4
$11.8M Buy
2021
Q3
$11.2M Buy
2021
Q2
$10.4M Buy