Sterling Investment Advisors (Pennsylvania)’s iShares Core S&P 500 ETF IVV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$341K	Hold
2025 Q2	$316K	Buy
2025 Q1	$283K	Buy
2024 Q4	$293K	Sell
2024 Q3	$336K	Buy
2024 Q2	–	Sell
2024 Q1	$289K	Buy
2022 Q3	–	Sell
2022 Q2	$38K	Buy
2019 Q4	–	Sell
2019 Q3	$4K	Buy