SS&H Financial Advisors’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
$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