Sterling Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Sterling Financial Group’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	$263K	Hold
2025 Q2	$244K	Hold
2025 Q1	$221K	Sell
2024 Q4	$271K	Hold
2024 Q3	$265K	Hold
2024 Q2	$252K	Hold
2024 Q1	$242K	Sell
2023 Q4	$375K	Hold
2023 Q3	$337K	Sell
2023 Q2	$461K	Buy