SS&H Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

SS&H Financial Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$334K	Buy
2025 Q2	$305K	Sell
2025 Q1	$379K	Sell
2024 Q4	$506K	Hold
2024 Q3	$495K	Buy
2024 Q2	$400K	Hold
2024 Q1	$384K	Hold
2023 Q4	$350K	Hold
2023 Q3	$314K	Buy
2023 Q1	$301K	Buy